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Home > Retirement Planners > florida > boca raton > F&V CAPITAL MANAGEMENT, L.L.C.
F&V CAPITAL MANAGEMENT, L.L.C.
2300 Glades Rd
Ste 220w
Boca Raton, Florida 33431-7386
Tel: 561-208-1081
About F&V CAPITAL MANAGEMENT, L.L.C.
F&V CAPITAL MANAGEMENT, LLC, formally registered with the SEC as F&V CAPITAL MANAGEMENT, LLC. The firm was established in 02/21/2008. They have over 1 offices throughout the country.
F&V CAPITAL MANAGEMENT, L.L.C. is a Boca Raton, Florida based Financial Planning firm with nearly $402,894,964 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146399 |
| SEC# | 801-68848 |
| Assets Managed by Firm | $402,894,964 |
| No. of Clients | 204 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Other (LUXEMBOURG-BASED MUTUAL FUND)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 204 | $402,894,964 |
| Individuals (other than high net worth individuals) | 9 | $3,224,099 |
| High net worth individuals | 97 | $351,854,414 |
| Corporations or other businesses | 9 | $16,811,825 |
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