FUSION FINANCIAL ADVISORS LLC

FUSION.FINANCIAL
SAN RAMON, California·5 registered advisors·CRD# 294415
SEC# 801-11329819252352062 EXT 2
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03

Specialties

Investment Management
04

Advisors at FUSION FINANCIAL ADVISORS LLC

5 registered advisors
Adam Lavine
SAN RAMON, California
Aiko Nomura Lavine
SAN RAMON, California
Shingo Isaac Lavine
SAN RAMON, California
Stephen Frederick Corliss
SAN RAMON, California
Vishal Arunkumar Karir
SAN RAMON, California
05

Office Locations

SAN RAMON, California
5 advisors

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Data sourced from SEC Form ADV filings. FUSION FINANCIAL ADVISORS LLC (CRD# 294415) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.