FPC INVESTMENT ADVISORY, INC.

1465 North Mcdowell Blvd
Suite 170
Petaluma, California 94954
Tel: (707) 795-0500

About FPC INVESTMENT ADVISORY, INC.

FPC INVESTMENT ADVISORY, INC, formally registered with the SEC as FPC INVESTMENT ADVISORY, INC. The firm was established in 02/26/2018. They have over 2 offices throughout the country.

FPC INVESTMENT ADVISORY, INC. is a Petaluma, California based Financial Planning firm with nearly $297,218,585 assets under management, offering retirement planning & investment advisory services to 694 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122728
SEC#	801-112493
Assets Managed by Firm	$297,218,585
No. of Clients	694
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	694	$297,218,585
Individuals (other than high net worth individuals)	88	$39,571,589
High net worth individuals	86	$257,646,996

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