FAI ADVISORS, INC.
Adviser information for FAI ADVISORS, INC. last updated from Form ADV on March 6th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 784 | $240.0M |
| Non-Discretionary | 85 | $10.0M |
| Total | 869 | $250.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 427 | $99.6M |
| HNW Individuals | 83 | $148.4M |
| 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 | 0 | $0 |
| Charitable organizations | <5 | $2.0M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-127868 |
|---|---|
| SEC ERA File Number | 801-127868 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122132 |
| Legal Entity Identifier | None |
Principal Office
28175 HAGGERTY RD.NOVI
MI
United States
Monday - Friday, 8:00 A.M. TO 4:30 P.M.
Tel: 248-482-3600, Fax: 248-482-3611
Chief Compliance Officer
CHRISTOPHER COUSINS
PRESIDENT
28175 HAGGERTY RD.
NOVI
MI
United States
Tel:
248-482-3600
Fax:
248-482-3611
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 |
|---|---|---|---|---|---|
| COUSINS, CHRISTOPHER, GEORGE | Individual | – | PRESIDENT AND CCO | 06/2019 | 50-75% |
| MARODY, PATRICK, JOSEPH | Individual | – | VICE PRESIDENT | 06/2019 | 50-75% |