Fukoku Life International (America) Inc
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Overview
Fukoku Life International (America) Inc operates as a financial advisor company headquartered in New York, New York. It administers $287.2 million in assets under management throughout two customer accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has a small group, including 5 financial advisors. Fukoku Life International (America) Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, stocks and bonds.
Fukoku Life International (America) Inc oversees none of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices without requiring the client's authorization. The firm also has two non-discretionary accounts with a total of $287.2 million in AUM. The company administers roughly $143.6 million in assets for every account. The average advisor at Fukoku Life International (America) Inc oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's headquarters is located at 7 Times Square, 35Th Floor, New York, New York 10036.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fukoku Life International (America) Inc by the Numbers
$287.2 million
6
2
$143.6 million
Fee Structure
Financial management fees are based on which service is provided. However, fees billed by Fukoku Life International (America) Inc typically consist of the following fee type: asset-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services 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
-
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
It provides services to other. Out of its two accounts, Fukoku Life International (America) Inc's largest client group by number of accounts is other. Around 100% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Fukoku Life International (America) Inc does not have any disclosures.
Please visit its Form ADV for more details.
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