Fx Concepts Inc. is a large advisory firm based in New York. It manages $11.87 billion of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001.
Fx Concepts provides portfolio management for pooled investment vehicles and market timing 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 Fx Concepts Inc. is $11.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fx Concepts Inc. for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip E Simotas has been acting as President since 1 Oct 2001. L.P. International Foreign Exchange Concepts joined the executive team most recently as the Owner.
The principal office where Fx Concepts Inc. performs its advisory services is located at 225 W. 34 Th St. Suite 710, New York, NY 10122, which is also the mailing address of the firm. An additional office of the firm is in Pittsford, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-554-6800 or by fax 212-554-6905. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fx-concepts.com.