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Isto Advisors, LLC

● SEC registered since 2016CRD 284560SEC# 801-108409Troy, MI
Export (members)
Reg. AUM
$871.6M
Employees
23
Accounts
2,548
Location
Troy, MI

Isto Advisors, LLC assets under management

Isto Advisors, LLC is an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2016. It reports $871.6 million in regulatory assets under management and employs 23 people.

Isto Advisors, LLC owners & executives

10 reported
NameTitleOwnershipSince
Christopher Arthur Fisher ControlChief Compliance OfficerUnder 5%2016
Fisher Financial Partners, Inc ControlManaging Member25-50%2016
Flipside Consulting, LLC ControlManaging Member25-50%2016
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Frequently asked questions

How much does Isto Advisors, LLC manage?

Isto Advisors, LLC reports $871.6 million in regulatory assets under management on its Form ADV.

How many employees does Isto Advisors, LLC have?

Isto Advisors, LLC reports 23 employees.

Where is Isto Advisors, LLC located?

Isto Advisors, LLC is based in Troy, MI and has been SEC-registered since 2016.

Does Isto Advisors, LLC disclose fund performance?

Isto Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2150 Butterfield Drive, Suite 220, Troy, MI 48084
Phone248-458-1100
Fax248-458-6700
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$834.4M
Non-discretionary$37.3M
Total (RAUM)$871.6M