Factor Advisors, LLC is a large advisory firm based in Summit. It manages $1.02 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New Jersey and New York.
Factor Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Factor Advisors, LLC is $1.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7470% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Factor Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.
Factor Advisors, LLC is owned by Mark Allen Esposito. Banard Karol has been acting as President since 1 Oct 2015. Robert Stanley Tull joined the executive team most recently as the Coo.
The principal office where Factor Advisors, LLC performs its advisory services is located at 30 Maple Avenue, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-897-0510 or by fax 908-286-8286. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at etfmg.com.