Sirius Funds Advisors, Inc (Lovettsville)

Name: Sirius Funds Advisors, Inc
Address: 11390 Dutchman's Creek, Lovettsville, VA, 20180
Telephone: 571-237-4827

Sirius Funds Advisors, Inc is an investment adviser to an investment company based in Lovettsville. It manages $22.35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Sirius Funds 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.

Sirius Funds Advisors: assets under management

The assets under management (AUM) of Sirius Funds Advisors, Inc is $22.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sirius Funds Advisors, Inc for their services and products based on a percentage of assets under management. 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 Sirius Funds Advisors, Inc

Constance Dettmer Russello has been acting as President since 1 Apr 2014. Miles A Banister joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Constance Dettmer Russello	President	1 Apr 2014	75% - 100%	1780968
Miles A Banister	Shareholder	1 Oct 2014	Other	6454451
Christian Y Banister	Shareholder	1 Oct 2014	Other	6454452
Haley C Russello	Shareholder	1 Oct 2014	Other	6454453
Thomas G Russello	Shareholder	1 Oct 2014	Other	6454454
Stephanie L Mcgillivray	Shareholder	1 Oct 2014	Other	6454455
Yorke A Mcgillivray	Shareholder	1 Oct 2014	Other	6454456
Bond B Mcgillivray	Shareholder	1 Oct 2014	Other	6469289

Based in Lovettsville

The principal office where Sirius Funds Advisors, Inc performs its advisory services is located at 11390 Dutchman's Creek, Lovettsville, VA 20180 The mailing address of the firm is Po Box 277, Lovettsville, VA 20180. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 571-237-4827 or by fax 703-636-7774. The normal business hours are 0930-1600 on Monday - Friday. You can find more information about the New York firm at siriusfunds.com.