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FSAM LLC
CRD 287851 · SEC 801-122054
1720 WINDWARD CONCOURSE, SUITE 115, ALPHARETTA, GA, 30005, United States
Phone
770-777-9373
Fax
770-777-9308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.4M
Discretionary AUM
$138.4M
Team
14 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $30.9M |
| High net worth individuals | 18 | $10.7M |
| Corporations/business entities | 46 | $96.7M |
States served
GA, NY, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD