Fearless Solutions LLC is a large advisory firm based in San Antonio. It manages $101.15 million of regulatory assets for 737 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.
Fearless Solutions provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fearless Solutions: assets under management
The assets under management (AUM) of Fearless Solutions LLC is $101.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $101.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.24 thousand each.
Investments
The firm invests in non-exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is exchange traded securities, which make up 29% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.
