Fsg Advisory Services Inc (Irving)

Name: Fsg Advisory Services Inc
Address: 1550 West Walnut Hill Ln, Irving, TX, 75038
Telephone: 972-753-4445

Fsg Advisory Services Inc is an internet adviser based in Irving. It manages $12.38 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Georgia, and 5 other states.

Fsg Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fsg Advisory Services: assets under management

The assets under management (AUM) of Fsg Advisory Services Inc is $12.38 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fsg Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fsg Advisory Services Inc

Richard Allen Baird has been acting as President since 1 Mar 2000. Paula Kay Tsioumas joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Elizabeth Gehlsen	Chier compliance officer	1 Feb 2000	Other	2698845
Paula Kay Tsioumas	Chief financial officer	1 Feb 2000	Other	3250718
Richard Allen Baird	President	1 Mar 2000	Other	2266227
The Financial Source Group	100% owner	1 Mar 2000	75% - 100%	75-2724876

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kay Hugh Baird	50% owner	1 Jul 1998	50% - 75%	10486
Richard Allen Baird	50% owner	1 Jul 1998	50% - 75%	2266227
Paula Kay Tsioumas	Owner	1 Feb 2001	25% - 50%	3250718

Based in Irving

The principal office where Fsg Advisory Services Inc performs its advisory services is located at 1550 West Walnut Hill Ln, Irving, TX 75038, 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 972-753-4445 or by fax 972-753-4463. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.fsg1.com.