Structured Finance Advisors Inc (Avon)

Name: Structured Finance Advisors Inc
Address: 30 Avon Meadow Lane, Avon, CT, 06001
Telephone: 860-409-7171

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.

Structured Finance Advisors: assets under management

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.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Structured Finance Advisors Inc

Joseph Anthony Lorusso has been acting as President since 1 Mar 1994. Rose Marie Lorusso joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Anthony Lorusso	President	1 Mar 1994	50% - 75%	3163789
Rose Marie Lorusso	Secretary	1 Sep 1997	50% - 75%	3163776

Based in Avon

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.