Structured Finance Advisors Inc is a mid-sized advisory firm based in Avon. It manages $27.26 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Structured Finance Advisors provides portfolio management for businesses and institutional clients, security ratings or pricing services, and portfolio monitoring and surveillance. 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 Structured Finance Advisors Inc is $27.26 million. The firm's AUM has gone down by -98% 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 Structured Finance Advisors Inc for their services and products based on a percentage of assets under management and performance-based 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.
Joseph Anthony Lorusso has been acting as President since 1 Mar 1994. Rose Marie Lorusso joined the executive team most recently as the Secretary.
The principal office where Structured Finance Advisors Inc performs its advisory services is located at 30 Avon Meadow Lane, Avon, CT 06001, 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 860-409-7171 or by fax 860-409-7181. The normal business hours are 8:00 am to 6:30 pm on Monday - Friday. You can find more information about the New York firm at www.sfa-invest.com.