Fdx Advisors, Inc. is a large advisory firm based in Sacramento. It manages $6.74 billion of regulatory assets for 49,152 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Illinois, Iowa, and 5 other states.
Fdx Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and asset allocation modeling, investment manager research profiles, internet/software portal. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fdx Advisors, Inc. is $6.74 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% 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 Fdx Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Joseph N/A Mrak is other investment advisers with 9 clients and $6.74 billion of assets under management. Among the 9 most similar advisory firms, Fdx Advisors has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $6.74 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.
Fdx Advisors doesn't advise any private funds.
The company employs 75 people that are either part- or full-time employees. 7 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph N/A Mrak has been acting as President since 1 Jul 2008. Shari Hensrud has served as the Chief Investment Officer since 1 Sep 2011. Bradley Thomas Larson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fdx Advisors, Inc. performs its advisory services is located at 2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833, which is also the mailing address of the firm. An additional office of the firm is in Worthington, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-288-6400 or by fax 916-288-6500. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fdxadvisors.com.