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Fc360 Wealth Management, Inc.

● SEC registered since 2021CRD 171788SEC# 801-121040Roseville, CA
Export (members)
Reg. AUM
$127.1M
Employees
1
Accounts
365
Location
Roseville, CA

Fc360 Wealth Management, Inc. assets under management

Fc360 Wealth Management, Inc. is an SEC-registered investment adviser based in Roseville, CA. The firm has been registered since 2021. It reports $127.1 million in regulatory assets under management and employs 1 people.
www.yelp.com/biz/fc360-roseville?osq=fc360View on SEC.gov ↗

Fc360 Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Louis Joaquin Barrientos ControlCeo/CcoOver 75%2015

Frequently asked questions

How much does Fc360 Wealth Management, Inc. manage?

Fc360 Wealth Management, Inc. reports $127.1 million in regulatory assets under management on its Form ADV.

How many employees does Fc360 Wealth Management, Inc. have?

Fc360 Wealth Management, Inc. reports 1 employees.

Where is Fc360 Wealth Management, Inc. located?

Fc360 Wealth Management, Inc. is based in Roseville, CA and has been SEC-registered since 2021.

Does Fc360 Wealth Management, Inc. disclose fund performance?

Fc360 Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1508 Eureka Road, Suite 145, Roseville, CA 95661
Phone916-379-7980
Fax916-379-7981
Office hours9:00a.m. - 4:00p.m. Pst
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.1M
Non-discretionary$0
Total (RAUM)$127.1M