Is this your firm? Access your profile
Last updated: February 18th, 2020. Data source: SEC filings.
Fund Direct Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 6 advisors. Fund Direct Advisors manages $705.0 million and provides investment advisory services for 350 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||15|
|Percentage of Advisors Trusted||83%|
|Average Client Balance||$2,014,285|
|Total AUM||$705.0 million|
|Advisor / Client Ratio||1:59|
|SEC Filings||View SEC IAPD CRD #155363|