Fusion Investment Group, LLC

Fusion Investment Group, LLC (CRD# 150978) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $90,561,860 in 162 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $559,024
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.

AZ, CA, CO, FL, ID, IL, NJ, NY, OR, PA, TX, UT

Financial Advisors at Fusion Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott T. Dooley
CRD#: 4225054
429 Forbes Ave, Suite 300, Pittsburgh, PA 15219
96
Wealthminder
score

Scott Dooley (CRD# 4225054) is an Investment Advisor Representative working at Fusion Investment Group, LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.

2
Michael G. Epstein
CRD#: 5547573
429 Forbes Ave, Suite 300, Pittsburgh, PA 15219
93
Wealthminder
score

Michael Epstein (CRD# 5547573) is an Investment Advisor Representative working at Fusion Investment Group, LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.

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