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F/M INVESTMENTS LLC
F/M INVESTMENTS LLC
WASHINGTON, District of Columbia
·
5 registered advisors
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CRD# 304405
SEC# 801-116853
8
202-839-4910
01
Firm Overview
AUM
$12.8B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at F/M INVESTMENTS LLC
5 registered advisors
Adam Victor Croll
WASHINGTON, District of Columbia
CRD# 2735513
Alexander Robert Morris
WASHINGTON, District of Columbia
CRD# 6052424
Alison Hope Miller
WASHINGTON, District of Columbia
CRD# 6848149
John Thomas Hailer
WASHINGTON, District of Columbia
CRD# 1635883
Timothy Dolan
WASHINGTON, District of Columbia
CRD# 7708634
05
Office Locations
WASHINGTON, District of Columbia
5 advisors
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Data sourced from SEC Form ADV filings. F/M INVESTMENTS LLC (CRD# 304405) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.