FRS Advisors

EST. AUM
$1,149,894,260

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website frscapital.com
Client types

Overview

FRS Advisors is a financial advisory firm that specializes in a variety of services aimed at helping individuals, families, and institutions achieve financial security and growth. Their offerings encompass retirement plans, wealth management, and comprehensive financial planning. For retirement plans, FRS Advisors provides investment, fiduciary, and participant services for 401k, 403b, and other defined contribution plans, as well as defined benefit pension plans and non-qualified deferred compensation plans. Their approach is data-driven, focusing on increasing participation and deferrals while maintaining high client retention rates. In the realm of wealth management, FRS Advisors delivers a broad spectrum of services designed to build and preserve personal wealth. This includes customized financial plan development, both qualified and non-qualified investment management, custom asset allocation models, integration of philanthropic and investment goals, coordinated tax planning, ongoing fiduciary advisory services, risk management strategies, and wealth transfer planning. Their services are highly customized, aiming to provide professional, objective advice across all aspects of a client's financial life

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FRS Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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