Fiam LLC

Fiam LLC (CRD# 133196) is a financial advisory firm headquartered in Smithfield, RI. They manage $61,574,659,386 in 376 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    61,575
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $163,762,392
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Fiam LLC
No Advisor Found.
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