RIA Intel›Advisers›California›F500 ADVISORY SERVICES, INC.

F500 ADVISORY SERVICES, INC.

Advisory

N·NEWPORT BEACH, CA

Data as of Jul 1, 2016 · Source: SEC Form ADV

Total AUM

$68M

1-Year AUM Growth

-41.2%

3-Year CAGR

-9.1%

Employees

2

Assets Under Management

Total AUM$68M

Discretionary AUM$66M

Non-Discretionary AUM$2M

Discretionary %97.4%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJan 31, 2001

Latest FilingJul 1, 2016

🔒 Full AUM trend chart and 33 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on F500 ADVISORY SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.