← Back to searchVisit website
FELLOWSHIP FINANCIAL GROUP
FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103 · SEC 801-129083
630 N WYMORE ROAD, #304, MAITLAND, FL, 32751, United States
Phone
407-949-5888
Fax
407-388-1056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.9M
Discretionary AUM
$175.5M
Team
7 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; THIRD PARTY ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 456 | $115.3M |
| High net worth individuals | 33 | $52.0M |
| Corporations/business entities | 3 | $8.6M |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD