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FLC CAPITAL ADVISORS
44750 Village Court
Palm Desert, California 92260
Tel: 760-779-8110
About FLC CAPITAL ADVISORS
FLC CAPITAL ADVISORS, formally registered with the SEC as FLC CAPITAL ADVISORS. The firm was established in 02/07/2013. They have over 1 offices throughout the country.
FLC CAPITAL ADVISORS is a Palm Desert, California based Financial Planning firm with nearly $709,893,714 assets under management, offering retirement planning & investment advisory services to 791 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111822 |
| SEC# | 801-77600 |
| Assets Managed by Firm | $709,893,714 |
| No. of Clients | 791 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (SOLICITOR/REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 791 | $709,893,714 |
| Individuals (other than high net worth individuals) | 128 | $80,862,550 |
| High net worth individuals | 189 | $619,879,608 |
| Other investment advisers | 5 | $6,578,332 |
| Corporations or other businesses | Fewer than 5 clients | $2,573,224 |
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