Fs Advisor, LLC (Philadelphia)

Name: Fs Advisor, LLC
Address: 201 Rouse Blvd., Philadelphia, PA, 19112
Telephone: (215) 220-6651

Fs Advisor, LLC is a related adviser based in Philadelphia. It manages $100 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.

Fs Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fs Advisor: assets under management

The assets under management (AUM) of Fs Advisor, LLC is $100 thousand. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fs Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fs Advisor, LLC

Elizabeth C Detwiler joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Craig Forman	Chief executive officer	1 Feb 2014	Other	5517777
Lp Franklin Square Holdings	Member, class c	1 Feb 2014	75% - 100%	26-0196373
The 2011 Forman Investment Trust	Member	1 Feb 2014	Other	38-7012473
Elizabeth C Detwiler	Cco	1 Feb 2016	Other	4361137

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Craig Forman	Managing member	1 May 2007	50% - 75%	5517777
David J Adelman	Member	1 May 2007	50% - 75%	5517785
Llc Franklin Square Holdings G.P.	General partner	1 May 2007	Other	26-0196189
Michael Jay Heller	Trustee	1 Jan 2012	Other	6046092

Based in Philadelphia

The principal office where Fs Advisor, LLC performs its advisory services is located at 201 Rouse Blvd., Philadelphia, PA 19112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (215) 220-6651. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at franklinsquare.com.