FSC Wealth Advisors, LLC - 13F

Apr 28, 2022 · FSC Wealth Advisors, LLC reported 291 holdings with total value $139 M as of Q3 2024. Top holdings included SPY, FTSM, BIL, VIG, and VOO. ... 13F-HR 10/21/2024: …

$139
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FSC Wealth Advisors, LLC - 13F

1 week from now

Apr 28, 2022 · FSC Wealth Advisors, LLC reported 291 holdings with total value $139 M as of Q3 2024. Top holdings included SPY, FTSM, BIL, VIG, and VOO. ... 13F-HR 10/21/2024: …

13f.info

$139
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FSC Wealth Advisors, LLC Q3 2024 13F Top Portfolio Holdings

1 week from now

FSC Wealth Advisors, LLC reported 291 holdings with total value $139 M as of Q3 2024. Top holdings included SPY, FTSM, BIL, VIG, and VOO. FSC Wealth Advisors, LLC Q3 2024 13F …

13f.info

$248663333
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FSC WEALTH ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

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FSC Wealth Advisors is a large advisory firm with 1175 clients and discretionary assets under management (AUM) of $248,663,333 (Form ADV from 2024-08-09). Their last reported 13F …

whalewisdom.com

$139
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$139Million FSC Wealth Advisors, LLC Q3 2024 13F Holdings …

1 week from now

FSC Wealth Advisors, LLC reported 293 stock holdings with total value $139M as of Q3 2024. Top holdings included SPY, FTSM, BIL, VIG, and VOO. Open main menu. PortfolioSavvy …

portfoliosavvy.com

$139.29
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Fsc Wealth Advisors, Llc 13F Filings - Sensamarket.com

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Fsc Wealth Advisors, Llc reported 291 holdings with total value $139.29M as of Q3 2024. Top holdings included SPY, FTSM, KRE, VIG ... FSC Wealth Advisors, LLC 13F Portfolio Filings. …

sensamarket.com

$137
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FSC Wealth Advisors, LLC Portfolio Filings

1 week from now

Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed; Q4 2023: 287: $137M +$62.6M-$26.8M +$35.8M: SPY, FTSM, BIL, GBIL, CWB, XLP: 13F-HR: 1/16/2024, …

logiportfolio.com

$135
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FSC Wealth Advisors, LLC Q2 2024 13F Top Portfolio Holdings

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FSC Wealth Advisors, LLC reported 292 holdings with total value $135 M as of Q2 2024. Top holdings included SPY, FTSM, BIL, QQQ, and CWB. FSC Wealth Advisors, LLC Q2 2024 13F …

13f.info

$137
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FSC Wealth Advisors, LLC Q4 2023 13F Top Portfolio Holdings

1 week from now

FSC Wealth Advisors, LLC reported 287 holdings with total value $137 M as of Q4 2023. Top holdings included SPY, FTSM, BIL, GBIL, and CWB. FSC Wealth Advisors, LLC ... Value …

13f.info

$207683159
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GUARDIAN WEALTH ADVISORS, LLC Top 13F Holdings

1 week from now

Guardian Wealth Advisors is a large advisory firm with 232 clients and discretionary assets under management (AUM) of $207,683,159 (Form ADV from 2024-11-05). Their last reported 13F …

whalewisdom.com

$2000000
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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Portfolio management; Selection of other advisors (including private fund managers) Family office services; Minimum Assets $2,000,000 Financial Services. Financial planning services; …

smartasset.com

$142
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FSC Wealth Advisors, LLC Q1 2024 13F Top Portfolio Holdings

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FSC Wealth Advisors, LLC reported 254 holdings with total value $142 M as of Q1 2024. Top holdings included SPY, FTSM, IWM, BIL, and CWB. FSC Wealth Advisors, LLC Q1 2024 13F …

13f.info

$63
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FSC Wealth Advisors, LLC Q1 2023 13F Top Portfolio Holdings

1 week from now

FSC Wealth Advisors, LLC reported 171 holdings with total value $63.3 M as of Q1 2023. Top holdings included BIL, FTSM, GBIL, AAPL, and MSFT. FSC Wealth Advisors, LLC Q1 2023 …

13f.info

FAQs about FSC Wealth Advisors, LLC - 13F Coupon?

Who are the CEOs of the financial advisor firm?

The leadership team of the firm includes Douglas R. Roth and Joseph J. Russo, both holding the position of Co-Chairman, and Edward A. Majitenyi, who is the President. Today, the firm manages more than $1.6 billion in assets under management (AUM) across 43 advisors. ...

Are all financial advisors fiduciaries?

To find the top financial advisors in New Jersey, we first identified all firms registered with the SEC in the state. All advisors are fiduciaries. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients, and those that have disclosures on their record. ...

When was Circle Wealth Management registered with the SEC?

Circle Wealth Management was registered with the SEC in 2007. Managing partner Maria L. Kattan-Chrin founded the firm in 2006, though it didn't register with the SEC until 2007. ...

Who owns Advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. ...

Is advisors Capital Management a conflict of interest firm?

Certain advisors at Advisors Capital Management earn commissions from insurance sales, which is a potential conflict of interest. However, the firm is legally bound by its fiduciary duty to act in clients' best interests at all times. The team includes chartered financial analysts (CFAs) and one MBA. ...