FELLOWSHIP INVESTMENT ADVISORS, LLC
Legal name: FELLOWSHIP FINANCIAL GROUP
CRD #154103 SEC #801-129083 MAITLAND, FL 407-949-5888
SEC Registered
Total AUM
$151.8M
Discretionary
$151.5M
Employees
6
Clients
0
Accounts
973
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $151.8M | $151.5M | $372.2K | 6 | 0 |
| Feb 2025 | $151.8M | $151.5M | $372.2K | 6 | 0 |
| Nov 2024 | $126M | $125.7M | $257.7K | 7 | 0 |
| Jun 2024 | $126M | $125.7M | $257.7K | 7 | 0 |
| Mar 2024 | $126M | $125.7M | $257.7K | 7 | 0 |
| Oct 2023 | $111.9M | $111.6M | $248.5K | 4 | 1 |
DateSep 2025
Total AUM$151.8M
Discretionary$151.5M
Non-Disc.$372.2K
Employees6
Clients0
DateFeb 2025
Total AUM$151.8M
Discretionary$151.5M
Non-Disc.$372.2K
Employees6
Clients0
DateNov 2024
Total AUM$126M
Discretionary$125.7M
Non-Disc.$257.7K
Employees7
Clients0
DateJun 2024
Total AUM$126M
Discretionary$125.7M
Non-Disc.$257.7K
Employees7
Clients0
DateMar 2024
Total AUM$126M
Discretionary$125.7M
Non-Disc.$257.7K
Employees7
Clients0
DateOct 2023
Total AUM$111.9M
Discretionary$111.6M
Non-Disc.$248.5K
Employees4
Clients1