Fusion Investment Advisors, LLC
Fusion Investment Advisors, LLC is a RIA based in Coppell, TX with $64M in AUM and with 30 advisors nationwide.
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updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please
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Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
870 South Denton Tap Road Unit 250
|Other Offices Address
|92 Montvale Avenue, Suite #3150
|12686 Glenwood Trail
|219 E. Main Street
|1875 Erie St.
|32111 Big Oak Lane
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets