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Fa Asset Management Inc. (Oakbrook Terrace)


Fa Asset Management Inc. is a large advisory firm based in Oakbrook Terrace. It manages $54 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.

Fa Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fa Asset Management: assets under management

The assets under management (AUM) of Fa Asset Management Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fa Asset Management Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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.

Based in Oakbrook Terrace

The principal office where Fa Asset Management Inc. performs its advisory services is located at Two Mid America Plaza, Oakbrook Terrace, IL 60181, which is also the mailing address of the firm. An additional office of the firm is in Albany, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-954-1322 or by fax 630-954-1498. The normal business hours are 8:30 a.m.-4:30 p.m. on Monday - Friday.


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