Fusion Analytics Investment Partners LLC (Coral Springs)

Name: Fusion Analytics Investment Partners LLC
Address: 7301 Wiles Road, Coral Springs, FL, 33067
Telephone: 954-345-2888

Fusion Analytics Investment Partners LLC is a mid-sized advisory firm based in Coral Springs. It manages $50 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Connecticut, and 7 other states.

Fusion Analytics Investment Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fusion Analytics Investment Partners: assets under management

The assets under management (AUM) of Fusion Analytics Investment Partners LLC is $50 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fusion Analytics Investment Partners LLC for their services and products based on a percentage of assets under management and fixed 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.

What kind of clients Fusion Analytics Investment Partners serves?

The only and largest group of clients of Fusion Analytics Investment Partners is high net worth individuals with 500 clients and $50 million of assets under management. Among the 4 most similar advisory firms, Fusion Analytics Investment Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $50 million for 500 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fusion Analytics Investment Partners doesn't advise any private funds.

Careers at Fusion Analytics Investment Partners LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Conte	Principal/iar/chief compliance officer	1 Jan 2006	Other	2646071
Kevin Patrick Lane	Principal	1 Mar 2006	Other	2366019
Llc Fusion Analytics Holdings	Member	1 Jul 2006	75% - 100%	20-4656968
Fusion Analytics Investment Partners Llc	Managing member	1 Jul 2006	75% - 100%	20-4656968
Barry Lawrence Ritholtz	Principal/iar	1 Jan 2007	Other	2723315
Joseph Peter Conte	Cco	1 Sep 2019	Other	4900206

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Conte	Member	1 Jul 2006	50% - 75%	2646071
Kevin Patrick Lane	Managing director/managing member	1 Jul 2006	50% - 75%	2366019

Based in Coral Springs

The principal office where Fusion Analytics Investment Partners LLC performs its advisory services is located at 7301 Wiles Road, Coral Springs, FL 33067, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-345-2888 or by fax 954-344-9299. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at fusioninvest.com.