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FSP ADVISORS, INC.
CRD 158482
900 JEFFERSON ROAD, SUITE 301, ROCHESTER, NY, 14623-3238, United States
Phone
(585) 697-2958
Fax
(585) 424-3647
Registration
— (—)
Source
State registered
Total AUM
$32.6M
Discretionary AUM
$8.6M
Team
5 total employees; 5 advisory reps; 233 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-05-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $32.6M |
Official SEC filing: View on IAPD