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| Fc360 Wealth Management Inc
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| |
|---|---|
| CRD # | 171788 |
| SEC # | 801-121040 |
| CIK # | |
| AUM | $113.5 MM (2024-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 916-379-7980 |
| Address | 1508 Eureka Road Roseville, CA 95661 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 61.7 |
| (b) Individuals (high net worth individuals) | 40 | 51.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 113.5 |
| By Discretionary | ||
| Discretionary | 662 | 107.1 |
| Non-Discretionary | 65 | 6.4 |
| Total | 727 | 113.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.5 | |
| Total | 727 | 113.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
American Investment Advisors Inc
✚
|
WI | 0.1 |
|
Liberty Financial Group Inc
✚
|
WI | 0.1 |
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
VIMA LLC
✚
|
MI | 0.1 |
|
Financial Management Advisors Inc
✚
|
TN | 0.1 |
|
Altman Investment Management LLC
✚
|
NJ | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Resource 1 Inc
✚
|
VA | 0.1 |