Fso2 LLC is a mid-sized advisory firm based in New York. It manages $26.5 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.
Fso2 provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. 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 Fso2 LLC is $26.5 million, 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 Fso2 LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Fenster has been acting as President since 1 Nov 2014. Amt Warranty Corporation joined the executive team most recently as the Shareholder.
The principal office where Fso2 LLC performs its advisory services is located at 59 Maiden Lane, 43 Rd Floor, New York, NY 10038 The mailing address of the firm is Scenic Drive Professional Center, Greensburg, PA 15601. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-458-3529 or by fax 724-468-5675. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at finestserviceorganization.org.