Sfx Financial Advisory Management Enterprises Inc is a mid-sized advisory firm based in Washington. It manages $45.36 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia and Texas.
Sfx Financial Advisory Management Enterprises provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and personal business management. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sfx Financial Advisory Management Enterprises Inc is $45.36 million. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sfx Financial Advisory Management Enterprises Inc for their services and products based on a percentage of assets under management 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.
Nina Ramo Mitchell has been acting as President since 1 Mar 1992. Inc. Live Nation joined the executive team most recently as the Parent Company.
The principal office where Sfx Financial Advisory Management Enterprises Inc performs its advisory services is located at 5335 Wisconsin Ave., Nw, Washington, DC 20015, 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 202-721-7225 or by fax 202 -686-5050. The normal business hours are 9 am to 6 pm on Monday - Friday.