Fusion Investment Group, LLC

Fusion Investment Group, LLC (CRD# 150978) is a financial advisory firm headquartered in Canonsburg, PA. They manage $92,070,592 in 65 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,416,471
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, CO, FL, IL, NJ, NY, PA, TX

Financial Advisors at Fusion Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott T. Dooley
CRD#: 4225054
1900 Main Street, Suite 207, Canonsburg, PA 15317
96
Wealthminder
score

Scott Dooley (CRD# 4225054) is an Investment Advisor Representative working at Fusion Investment Group, LLC in Canonsburg, PA and has over 17 years of experience in the finance industry.

2
Michael G. Epstein
CRD#: 5547573
1900 Main Street, Suite 207, Canonsburg, PA 15317
93
Wealthminder
score

Michael Epstein (CRD# 5547573) is an Investment Advisor Representative working at Fusion Investment Group, LLC in Canonsburg, PA and has over 9 years of experience in the finance industry.

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