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FAC WEALTH MANAGEMENT, LLC
NAPLES, FL
(239) 596-0118
SEC #801-68534Total AUM
$199.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9015 STRADA STELL COURT
SUITE 104
NAPLES
FL 34109
United States
SUITE 104
NAPLES
FL 34109
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(239) 596-0118
Financials
Total AUM
$199.5M
Accounts
1,104Discretionary
$199.5M
Accounts
1,104Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.