Fso2 LLC (New York)

Name: Fso2 LLC
Address: 59 Maiden Lane, 43 Rd Floor, New York, NY, 10038
Telephone: 646-458-3529

Fso2 LLC is a mid-sized advisory firm based in New York. It manages $26.5 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Fso2 provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fso2: assets under management

The assets under management (AUM) of Fso2 LLC is $26.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fso2 LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fso2 LLC

Jeffrey Fenster has been acting as President since 1 Nov 2014. Amt Warranty Corporation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amt Warranty Corporation	Shareholder	1 Nov 2014	50% - 75%	47-2283760
Shandon Llc	Shareholder	1 Nov 2014	25% - 50%	47-2283760
Aimee Anne Toth	Chief compliance officer	1 Nov 2014	Other	5079628
Jeffrey Fenster	President	1 Nov 2014	Other	5607794

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Mccormack	Initial manaager	1 Nov 2014	50% - 75%	6497026
Inc Amtrust Financial Services	Owner	1 Nov 2014	75% - 100%	04-3106389

Based in New York

The principal office where Fso2 LLC performs its advisory services is located at 59 Maiden Lane, 43 Rd Floor, New York, NY 10038 The mailing address of the firm is Scenic Drive Professional Center, Greensburg, PA 15601. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-458-3529 or by fax 724-468-5675. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at finestserviceorganization.org.