Isto Advisors, LLC
Isto Advisors, LLC (CRD# 284560) is a financial advisory firm headquartered in Troy, MI. They manage $765,669,160 in 2,383 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management766MILLION
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Total Number of Accounts2,383ACCOUNTS
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Average Account Value$321,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, MI, TN, TX, WI
Christopher Fisher (CRD# 2536338) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 29 years of experience in the finance industry.
Kathryn Gillman (CRD# 4626629) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 21 years of experience in the finance industry.
Paul Housey (CRD# 3032339) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 26 years of experience in the finance industry.
Joshua Kinnee (CRD# 5952543) is an Investment Advisor Representative working at Isto Advisors, LLC in Lake Forest, IL and has over 12 years of experience in the finance industry.
Kara Mitchell (CRD# 5982283) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 12 years of experience in the finance industry.
Michael Vendittelli (CRD# 6237980) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 10 years of experience in the finance industry.
Adam Legg (CRD# 6491413) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 7 years of experience in the finance industry.
Jill Wall (CRD# 2152174) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 30 years of experience in the finance industry.