|Fusion Investment Advisors, LLC is a RIA based in Coppell, TX with $64M in AUM and with 35 advisors nationwide.|
|Joshua Karl Greenberg||Mar 2013|
|Kenneth Raymond Williams||Aug 2013|
|Thomas Vincent Meaglia||Apr 2013|
|Robert Martin Nickoson||Oct 2013|
|Eugene Robert Pender||Dec 2012|
*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.
- Partners Advantage Insurance Services, LLC (50% to 75%)
- Ryan Joseph Borer (10% to 25%)
- Apollaro Investments, LLC (10% to 25%)
- Christopher Andrew Horvath (5% to 10%)
- Executives with less than 5% share each
*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.
|Ryan Joseph Borer||Managing Member/Chief Operating Officer/Chief Compliance Officer||02/01/2011|
|Richard Allen Barnett||Member||02/01/2011|
|Christopher Andrew Horvath||Member||08/01/2012|
No firm affiliates listed.
870 South Denton Tap Road Unit 250
Coppell , TX 75019
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees