Financial Services International Corp. (Edmonds)

Financial Services International Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Services International Corp: assets under management

The assets under management (AUM) of Financial Services International Corp. is $204.35 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.88 million in discretionary accounts and $159.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $254.33 thousand.

Investments

The firm invests in other assets the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Services International Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Services International Corp.

The company employs 35 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Financial Services International Corp. is owned by Candace Jean Lee. Greg Thomas Meinhardt has been acting as President since 1 Aug 2013. Henrik Kurt Andresen joined the executive team most recently as the Cco Bd.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Edmonds

The principal office where Financial Services International Corp. performs its advisory services is located at 152 3 Rd Avenue South, Edmonds, WA 98020, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-386-5475 or by fax 206-374-3027. The normal business hours are 7:00 to 4:00 on Monday - Friday. You can find more information about the New York firm at assuredgroup.com.

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