Fo Investments, LLC (Canton)

Name: Fo Investments, LLC
Address: 4571 Stephen Circle, N.W. Suite 200, Canton, OH, 44718
Telephone: 330-497-8270

Fo Investments, LLC is an adviser based in Canton. It manages $47.91 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.

Fo Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fo Investments: assets under management

The assets under management (AUM) of Fo Investments, LLC is $47.91 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.77 million in discretionary accounts and $149.44 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.72 thousand.

Fees & Commissions

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

Careers at Fo Investments, LLC

Todd Alan Lensman has been acting as President since 1 Dec 1998. Llc Fofm joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Alan Lensman	President	1 Dec 1998	Other	4610236
Henry S Belden	Chairman	1 Dec 1998	Other	4610244
John Thomas Konovsky	Chief compliance officer	1 Oct 2004	Other	4957602
Llc Fofm	Owner	1 Jan 2005	75% - 100%	20-1991169

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Todd Alan Lensman	Owner	1 Jan 2005	25% - 50%	4610236
Henry S Belden	Owner	1 Jan 2005	50% - 75%	4610244

Based in Canton

The principal office where Fo Investments, LLC performs its advisory services is located at 4571 Stephen Circle, N.W. Suite 200, Canton, OH 44718, 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 330-497-8270 or by fax 330-497-8269. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.fo-fm.com.