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Financial Advisers Of America, LLC (Carlsbad)


Financial Advisers Of America, LLC is a large advisory firm based in Carlsbad. It manages $163.86 million of regulatory assets for 681 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 34 other states.

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Financial Advisers Of America provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Advisers Of America: assets under management

The assets under management (AUM) of Financial Advisers Of America, LLC is $163.86 million. The firm's AUM has grown by 348% 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 and $109.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $291.41 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Advisers Of America, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Carlsbad

The principal office where Financial Advisers Of America, LLC performs its advisory services is located at 1930 Palomar Point Way, Carlsbad, CA 92008, which is also the mailing address of the firm. An additional office of the firm is in Honolulu, HI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (760) 444-6300 or by fax (760) 444-6399. The normal business hours are 07:00am -4:00pm on Monday - Friday. You can find more information about the New York firm at www.faa-usa.com.


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