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FCA CORP
791 Town & Country Blvd.
Suite 250
Houston, Texas 77024-3925
Tel: 713-781-2856
About FCA CORP
FCA CORP, formally registered with the SEC as FCA CORP. The firm was established in 01/13/1984. They have over 2 offices throughout the country.
FCA CORP is a Houston, Texas based Financial Planning firm with nearly $525,691,326 assets under management, offering retirement planning & investment advisory services to 543 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110658 |
| SEC# | 801-20514 |
| Assets Managed by Firm | $525,691,326 |
| No. of Clients | 543 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 543 | $525,691,326 |
| Individuals (other than high net worth individuals) | 82 | $30,663,954 |
| High net worth individuals | 81 | $387,770,754 |
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