Fla Asset Management LLC is a large advisory firm based in New York. It manages $1.58 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Michigan.
Fla Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fla Asset Management LLC is $1.58 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fla Asset Management LLC for their services and products based on a percentage of assets under management and performance-based 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.
The principal office where Fla Asset Management LLC performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in East Quogue, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-644-9888 or by fax 212-588-0549. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.