Assets Under Management
$196.8M
Number of Clients
271
Number of Advisors
3
Average Client AUM
$726K
AUM per Advisor
$65.6M
Compensation
Fee-Only (AUM)
Faith Investor Services is a registered investment adviser offering a wrap fee program that includes investment advisory services and transaction execution for a single fee. They manage accounts on a discretionary basis, allocating assets among various investments based on client objectives and risk tolerance. Portfolios are continuously monitored and rebalanced as needed.
DE, United States