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FO INVESTMENTS, LLC
CRD 122479 · SEC 801-64199
4571 STEPHEN CIRCLE, N.W. SUITE 200, CANTON, OH, 44718, United States
Phone
330-497-8270
Fax
330-497-8269
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$27.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $27.8M |
Official SEC filing: View on IAPD