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Home > Retirement Planners > california > petaluma > FPC INVESTMENT ADVISORY, INC.
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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