Fsw Advisory Services Inc. (Dallas)
Fsw Advisory Services Inc. is a related adviser based in Dallas. It manages $22.78 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Fsw Advisory Services provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fsw Advisory Services: assets under management
The assets under management (AUM) of Fsw Advisory Services Inc. is $22.78 million. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 65% of the total AUM. The second-largest asset type is exchange traded securities, which make up 34% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fsw Advisory Services Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Hillel Arnold Feinberg serves?
The only and largest group of clients of Hillel Arnold Feinberg is state or municipal government entities with 5 clients and $22.78 million of assets under management. Among the 1 most similar advisory firms, Fsw Advisory Services has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $22.78 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Fsw Advisory Services doesn't advise any private funds.
Careers at Fsw Advisory Services Inc.
The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Hillel Arnold Feinberg has been acting as President since 1 Sep 2008. Michael Anthony Cogliano joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Dallas
The principal office where Fsw Advisory Services Inc. performs its advisory services is located at 1201 Elm Street, Dallas, TX 75270, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-678-3792 or by fax 214-840-5008. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at clearing.firstsw.com/investment-advisor-services/.
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