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Home > Retirement Planners > california > roseville > FC360 WEALTH MANAGEMENT, INC.
FC360 WEALTH MANAGEMENT, INC.
1508 Eureka Road
Suite 145
Roseville, California 95661
Tel: 916-379-7980
About FC360 WEALTH MANAGEMENT, INC.
FC360 WEALTH MANAGEMENT, INC, formally registered with the SEC as FC360 WEALTH MANAGEMENT, INC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.
FC360 WEALTH MANAGEMENT, INC. is a Roseville, California based Financial Planning firm with nearly $100,353,333 assets under management, offering retirement planning & investment advisory services to 297 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171788 |
| SEC# | 801-121040 |
| Assets Managed by Firm | $100,353,333 |
| No. of Clients | 297 |
| No. of Advisors | 1 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 297 | $100,353,333 |
| Individuals (other than high net worth individuals) | 264 | $53,931,026 |
| High net worth individuals | 31 | $34,460,194 |
| Corporations or other businesses | 2 | $11,962,113 |
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