Feic Financial, LLC is a related adviser based in Youngstown. It manages $29.62 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2007.
Feic Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. 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 Feic Financial, LLC is $29.62 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Feic Financial, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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.
The principal office where Feic Financial, LLC performs its advisory services is located at 147 Federal Plaza West, Youngstown, OH 44503, 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 330-746-0203 or by fax 330-746-0922. The normal business hours are 8 am-5 pm on Monday - Friday. You can find more information about the New York firm at www.feicfinancial.com.