The FUSION INVESTMENT ADVISORS is a privately held investment adviser that advises $1.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FUSION INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 187.89% over the last 5-years.
The Group has been registered with the SEC for 15.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 87 employees comprised of 77 investment and 10 non-investment staff. The total number of Employees increased by 33.85% over the last 5-years.
Their $1.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Individuals clients own $814.37mn or 73.84% of Total Assets and High Net Worth Individuals own $288.53mn or 26.16% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FUSION INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.