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FUSION ASSET MANAGEMENT, LLC
FUSION ASSET MANAGEMENT, LLC
RENO, Nevada
·
4 registered advisors
·
CRD# 144358
SEC# 801-68108
775-657-8065
01
Firm Overview
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FUSION ASSET MANAGEMENT, LLC
4 registered advisors
Fay Elaine Groves
RENO, Nevada
CRD# 2073721
Julie Lynn Miller
RENO, Nevada
CRD# 5741414
Kenneth Scott Roberts
RENO, Nevada
CRD# 2275718
Patrick James Oconnor
RENO, Nevada
CRD# 2032296
05
Office Locations
RENO, Nevada
4 advisors
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Data sourced from SEC Form ADV filings. FUSION ASSET MANAGEMENT, LLC (CRD# 144358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.