Forusall Advisors, LLC (San Francisco)

Name: Forusall Advisors, LLC
Address: 665 3 Rd St., San Francisco, CA, 94107
Telephone: 844-401-2253

Forusall Advisors, LLC is a large advisory firm based in San Francisco. It manages $777.24 million of regulatory assets for 25,232 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Forusall Advisors provides pension consulting services and we are a fiduciary to 401(k) plans and provide advice to individual plan participants. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forusall Advisors: assets under management

The assets under management (AUM) of Forusall Advisors, LLC is $777.24 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $670.35 million in discretionary accounts and $106.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.86 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Forusall Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Forusall Advisors serves?

The only and largest group of clients of Forusall Advisors is pension and profit sharing plans with 348 clients and $777.24 million of assets under management. Among the 7 most similar advisory firms, Forusall Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $777.24 million for 348 clients. None of the firm’s clients are foreign persons or businesses.

Forusall Advisors doesn't advise any private funds.

Careers at Forusall Advisors, LLC

The company employs 49 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in San Francisco

The principal office where Forusall Advisors, LLC performs its advisory services is located at 665 3 Rd St., San Francisco, CA 94107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 844-401-2253 or by fax 1-415-276-9852. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at forusall.com.