fa
Footprints Asset Management & Research, Inc.
SEC-regulated
Registered investment advisor
Footprints Asset Management & Research, Inc. is a financial advisor firm based in Omaha, Nebraska, established in June 2003 by President Stephen J Lococo. The firm specializes in providing investment supervisory services and individual portfolio management based on their Absolute Value Philosophy. They manage advisory accounts on a discretionary basis, focusing on long-term wealth creation and encouraging clients to use funds outside their accounts for ongoing cash requirements. As of February 24, 2025, FAMR managed $41,096,431 in assets, with $35,625,378 managed on a discretionary basis and $5,471,053 on a nondiscretionary basis. The firm acts as a fiduciary, acting in the best interests of clients, and does not accept performance-based fees. Clients are charged annual fees based on a percentage of assets under management, with negotiable minimum account requirements. FAMR uses Charles Schwab for custody and trading services, and clients have the option to direct brokerage. The firm's investment strategies include long-term purchases, margin transactions, and option writing. Clients have the option to vote on proxies themselves or allow FAMR to vote on their behalf. The firm's principals, Stephen J Lococo and Zach Houston, have clean disciplinary records and are supported by a team that adheres to a Code of Ethics and supervisory structure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting