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Building 2FLC CAPITAL ADVISORS

Map pinPALM DESERT, CA
Phone760-779-8110
NotebookSEC #801-77600
Total AUM
$822.2M
Employees
9
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44750 VILLAGE COURT
PALM DESERT
CA 92260
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
760-779-8110

ReceiptFinancials

Total AUM
$822.2M
Accounts
821
Discretionary
$811.5M
Accounts
814
Non-Discretionary
$10.6M
Accounts
7

ContactClients

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Individual Clients
136
AUM
$134.3M
HNW Individual Clients
184
AUM
$679.5M
Investment Advisor Clients
5
AUM
$7.4M
Corporation or Business Clients
1
AUM
$951.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVNYTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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