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Fusion Investment Advisors, LLC

Fusion Investment Advisors, LLC is a RIA based in Town N County Alliance, FL with $40M in AUM and with 9 advisors nationwide. Ryan Joseph Borer is the majority owner of the firm and has been in this role with the firm since 2011.

Advisors (9)

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Name Start Date
Anthony Francis Apollaro Nov 2011
Daniel Walter Donihue Mr. Sep 2012
Eugene Robert Pender Dec 2012
Francis Anthony Obrien Jul 2011
John James Duddy Jun 2011
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not 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 contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$40.1M
Total Assets
484
Accounts
$82.8K
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.

Ownership

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ownership pie chart

*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

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Name Title Tenure Date
Ryan Joseph Borer Managing Member/Chief Operating Officer/Chief Compliance Officer 02/01/2011
Barnett, Richard, Allen Member 02/01/2011
Anthony Francis Apollaro Member 01/01/2012

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
8370 W. Hillsborough Ave Suite 102
Tampa , FL 33615
Phone Number: 866-254-4235
Other Offices Address City State Zip
8323 Office Park Drive Grand Blanc MI 48439
9604 Coldwater Rd Suite 102 Fort Wayne IN 46825
92 Montvale Avenue, Suite #3150 Stoneham MA 02180
24905 Siena Drive Lutz FL 33559
870 S. Denton Tap Rd. Suite 250 Coppell TX 75019

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees