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Fpc Investment Advisory, Inc.

● SEC registered since 2018CRD 122728SEC# 801-112493Petaluma, CA
Export (members)
Reg. AUM
$297.2M
Employees
5
Accounts
694
Location
Petaluma, CA

Fpc Investment Advisory, Inc. assets under management

Fpc Investment Advisory, Inc. is an SEC-registered investment adviser based in Petaluma, CA. The firm has been registered since 2018. It reports $297.2 million in regulatory assets under management and employs 5 people.
www.fpcwealth.comView on SEC.gov ↗

Fpc Investment Advisory, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Bijan Golkar ControlPresident And Chief Compliance OfficerOver 75%2010
Tyler Louis Schalch ControlChief Investment Officer25-50%2021

Frequently asked questions

How much does Fpc Investment Advisory, Inc. manage?

Fpc Investment Advisory, Inc. reports $297.2 million in regulatory assets under management on its Form ADV.

How many employees does Fpc Investment Advisory, Inc. have?

Fpc Investment Advisory, Inc. reports 5 employees.

Where is Fpc Investment Advisory, Inc. located?

Fpc Investment Advisory, Inc. is based in Petaluma, CA and has been SEC-registered since 2018.

Does Fpc Investment Advisory, Inc. disclose fund performance?

Fpc Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1465 North McDowell Blvd, Suite 170, Petaluma, CA 94954
Phone(707) 795-0500
Fax(707) 703-4414
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$297.2M
Non-discretionary$0
Total (RAUM)$297.2M