F500 Advisory Services, Inc. (Newport Beach)

F500 Advisory Services, Inc. is an adviser based in Newport Beach. It manages $67.98 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Indiana, Maryland, and Washington.

F500 Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, 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.

F500 Advisory Services: assets under management

The assets under management (AUM) of F500 Advisory Services, Inc. is $67.98 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.21 million in discretionary accounts and $1.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $565.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $888.2 thousand.

F500 Advisory Services has custody of $23.57 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay F500 Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at F500 Advisory Services, Inc.

Robert Lansing Hicks has been acting as President since 1 Nov 1984. Phillip Scott Vigil joined the executive team most recently as the President / Chief Compliance Officer.

Direct owners and executive officers

Based in Newport Beach

The principal office where F500 Advisory Services, Inc. performs its advisory services is located at 4100 Campus Dr., Ste 100, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Laurel, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 959-892-0151. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at f500advisory.com.

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