Foresight Global Investors, Inc
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Overview
Foresight Global Investors, Inc is located at 2900 Westchester Ave., Purchase, NY. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Foresight Global Investors, Inc is not a registered broker-dealer.
Foresight Global Investors, Inc oversees $789.0 million in assets under management across 21 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to high net worth investors and state or municipal government entities, with state or municipal government entities being the largest client type by accounts. The fee structure at Foresight Global Investors, Inc is asset-based. The firm has 9 high net worth clients.
Foresight Global Investors, Inc is registered in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foresight Global Investors, Inc by the Numbers
$789.0 million
7
21
$37.6 million
Fee Structure
Fees for financial management typically are based on which service is offered. Fees billed by Foresight Global Investors, Inc typically consist of the following fee structure: asset-based.
Available
-
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
-
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
-
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 company caters to high net worth investors and state or municipal government entities. Out of its 2 clients, Foresight Global Investors, Inc's biggest client group by number of accounts is state or municipal government entities, but it also caters to 9 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 42.86%
- Other Individuals - 0%
- Corporations - 57.14%
- 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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