FELLOWSHIP FINANCIAL GROUP
FELLOWSHIP INVESTMENT ADVISORS, LLC Legal Name
Adviser information for FELLOWSHIP FINANCIAL GROUP last updated from Form ADV on March 1st, 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 | Florida, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 948 | $125.7M |
Non-Discretionary | 6 | $257,656 |
Total | 954 | $126.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 444 | $88.4M |
HNW Individuals | 31 | $36.5M |
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 | 0 | $0 |
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 | $1.1M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesTHIRD PARTY ADVISOR FEES |
Identifiers
SEC RIA File Number | 801-129083 |
---|---|
SEC ERA File Number | 801-129083 |
SEC CIK Numbers | None |
SEC CRD Numbers | 154103 |
Legal Entity Identifier | None |
Principal Office
630 N WYMORE ROAD#304
MAITLAND
FL
United States
Monday - Friday, 9-5
Tel: 407-949-5888, Fax: 407-388-1056
Chief Compliance Officer
MICHAEL DEAN EASTHAM
MANAGING MEMBER
630 N WYMORE ROAD
#304
MAITLAND
FL
United States
Tel:
407-949-5888
Fax:
407-388-1056
M******@***************M
(Full email address available in API data)
Regulatory Contact
NICOLE MARIANI
OFFICE MANAGER
630 N WYMORE ROAD
#304
MAITLAND
FL
United States
Tel:
407-949-5888
Fax:
407-388-1056
N*****@***************M
(Full email address available in API data)
Industry Affiliates
FELLOWSHIP ACCOUNTING & TAX, PLLC | Accountant or accounting firm |
FELLOWSHIP FINANCIAL, LLC | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
EASTHAM, MICHAEL, DEAN | Individual | – | MANAGING MEMBER/CCO | 05/2010 | > 75% |