Foresight Global Investors, Inc
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Overview
Foresight Global Investors, Inc operates as a financial advisor firm located in Purchase, New York. Foresight Global Investors, Inc has $701.4 million in assets throughout 22 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). The firm has a small group, including 3 financial advisors. Foresight Global Investors, Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, options and equities.
Foresight Global Investors, Inc administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing to seek the customer's authorization. Foresight Global Investors, Inc's average account size is $31.9 million. The typical financial advisor at Foresight Global Investors, Inc administers about seven client accounts, making it one of the more individualized advisor firms in the country.
Foresight Global Investors, Inc's main office is located at 2900 Westchester Ave., Purchase, New York 10577. It is registered to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foresight Global Investors, Inc by the Numbers
$701.4 million
7
22
$31.9 million
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. Fees billed by the company typically consist of the following fee type: asset-based. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to high net worth investors and state or municipal government entities. Out of its 22 customers, Foresight Global Investors, Inc's largest client group by number of accounts is state or municipal government entities, but it also serves nine high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 40.91%
- Other Individuals - 0%
- Corporations - 59.09%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Foresight Global Investors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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