Financial Services Advisory Inc
Legal Name: FINANCIAL SERVICES ADVISORY INC
ONE CHURCH STREET, SUITE 901, ROCKVILLE, MD
301-949-7300
http://www.fsainvest.com
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Full Contact Details
Financial Services Advisory Inc
ONE CHURCH STREET, SUITE 901, ROCKVILLE, MD
301-949-7300
301-949-7034
Other Info
Financial Services Advisory Inc, legally known as FINANCIAL SERVICES ADVISORY INC, is a Maryland Corporation that provides financial advice. The firm has 13 employees, with seven in advisory roles, and serves two clients with an SEC approved registration date of April 21, 1983.
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Direct Owners
-
DAVID RONALD PETERSEN
FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER owns 75% or more
-
JAMES EDWARD JOSEPH
PRESIDENT owns less than 5%
-
TERRI LYNN PETERSEN
SEC/TREA. owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 23, 2019
- ISHARES TR RUS 1000 GRW ETF $28,813k
- VANGUARD INDEX FDS GROWTH ETF $15,575k
- PACER FDS TR $14,641k
- SPDR SERIES TRUST $11,128k
- INVESCO EXCHANGETRAD $9,722k
- SCHWAB STRATEGIC TR $8,832k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $8,213k
- ISHARES TR $8,121k
- INVESCO EXCHNG TRADED FD TR $7,219k
- ISHARES TR IBOXX HI YD ETF $7,000k