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FCI ADVISORS

5901 College Boulevard
Suite 110
Overland Park, Kansas 66211
Tel: 1-800-615-2536

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About FCI ADVISORS

FCI ADVISORS, formally registered with the SEC as FCI ADVISORS. The firm was established in 01/12/1995. They have over 7 offices throughout the country.

FCI ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $15,083,813,669 assets under management, offering retirement planning & investment advisory services to 14421 clients. The firm is staffed with 68 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106398
SEC#801-48195
Assets Managed by Firm$15,083,813,669
No. of Clients14421
No. of Advisors68

Fee Structure

  • A percentage of AUM
  • Subscription fees
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (ASSET ALLOCATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total14421$15,083,813,669
Individuals (other than high net worth individuals)3300$1,000,679,668
High net worth individuals1230$5,185,480,463
Pension and profit sharing plans34$642,653,917
Charitable organizations154$855,949,711
Other investment advisers5$3,490,858
Corporations or other businesses147$828,331,904

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