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Building 2FPC INVESTMENT ADVISORY, INC.

Map pinPETALUMA, CA
Phone(707) 795-0500
NotebookSEC #801-67351
Total AUM
$50.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WILLOWBROOK COURT
SUITE 160
PETALUMA
CA 94954
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(707) 795-0500

ReceiptFinancials

Total AUM
$50.2M
Accounts
266
Discretionary
$50.2M
Accounts
266
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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