ISTO ADVISORS, LLC
Adviser information for ISTO ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,260 | $733.1M |
| Non-Discretionary | 123 | $32.6M |
| Total | 2,383 | $765.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 130 | $58.7M |
| HNW Individuals | 207 | $688.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.7M |
| Charitable organizations | 5 | $4.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-108409 |
|---|---|
| SEC ERA File Number | 801-108409 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284560 |
| Legal Entity Identifier | None |
Principal Office
2150 BUTTERFIELD DRIVESUITE 220
TROY
MI
United States
Monday - Friday, 8AM - 5PM
Tel: 248-458-1100, Fax: 248-458-6700
Websites
Chief Compliance Officer
CHRISTOPHER FISHER
OWNER
580 N. WESTERN AVENUE
LAKE FOREST
IL
United States
Tel:
847-582-9190
C******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FISHER FINANCIAL PARTNERS, INC | Domestic Entity | – | MANAGING MEMBER | 09/2016 | 25-50% |
| FLIPSIDE CONSULTING, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2016 | 25-50% |
| FISHER, CHRISTOPHER, ARTHUR | Individual | FISHER FINANCIAL PARTNERS, INC | OWNER | 07/2004 | > 75% |
| HOUSEY, PAUL, EDMUND | Individual | FLIPSIDE CONSULTING, LLC | OWNER | 07/2012 | > 75% |
| FISHER, CHRISTOPHER, ARTHUR | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2016 | < 5% |
| Wall, Jill, Jordan | Individual | – | MEMBER | 01/2023 | < 5% |
| MITCHELL, KARA, REBECCA | Individual | – | MEMBER | 01/2023 | < 5% |
| DECOSTER, TYLER, DAVID | Individual | – | MEMBER | 01/2023 | < 5% |