FUSION INVESTMENT ADVISORS LLC

COPPELL ADVISORY SOLUTIONS LLC
DALLAS, Texas·6 registered advisors·CRD# 156549
SEC# 801-7217124817-888-8020
01

Firm Overview

AUM
$850M
Regulatory assets under management
Employees
76
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FUSION INVESTMENT ADVISORS LLC

6 registered advisors
Christopher Andrew Horvath
COPPELL, Texas
Jonathan Joshua Cravens
DALLAS, Texas
Richard Allen Barnett
COPPELL, Texas
Robert Thomas Pujia
DALLAS, Texas
Ryan Joseph Borer
DALLAS, Texas
Yehoshua Leibel Sternbach
DALLAS, Texas
05

Office Locations

DALLAS, Texas
4 advisors
COPPELL, Texas
2 advisors

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Data sourced from SEC Form ADV filings. FUSION INVESTMENT ADVISORS LLC (CRD# 156549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.