Fiam LLC

Fiam LLC (CRD# 133196) is a financial advisory firm headquartered in Smithfield, RI. They manage $219,221,467,379 in 605 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    219,221
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $362,349,533
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Fiam LLC
No Advisor Found.
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