Thomas
Schwalbe

Fund Advisors Of America Inc

CRD#7318810
Investment Advisor
in Orlando, FL

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About this Advisor

Thomas Schwalbe is a financial advisor based in Orlando, Florida, working with Fund Advisors Of America Inc. Thomas has previously held positions at Fund Advisors Of America, Inc and Patriot Group International. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Fund Advisors Of America Inc, which operates out of Orlando, Florida. The firm has 3 employees and manages assets totaling $106.1 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Fund Advisors Of America Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1800 Pembrook Drive Suite 300
Orlando, FL 32810

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Fund Advisors Of America Inc Brokerage Details

Total Assets Under Management

$106,146,828

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

587

FL Average: 2,474
Average Account Size

$180,829

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Thomas Schwalbe Work History

2020 - Present (5 years)

Fund Advisors Of America, Inc

2010 - Present (15 years)

Patriot Group International

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Disclosures

Please visit the SEC profile of Thomas Schwalbe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fund Advisors Of America Inc

Thomas Schwalbe
Orlando, FL
Richard Pfeifer
Orlando, FL
Gregory Galloway
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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