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FPC Investment Advisory Inc
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CRD # | 122728 |
SEC # | 801-112493 |
CIK # | 0002021217 |
AUM | $225.3 MM (2024-05-17) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 707-795-0500 |
Address | 1465 North Mcdowell Blvd Petaluma, CA 94954 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 9.7 | |
MSFT | 1,918,222.4 | 0.3 | |
EBAY | 23,877.3 | 0.2 | |
TSLA | 723,390.3 | 0.2 | |
SQ | 38,081.1 | 0.2 | |
AMZN | 1,092,997.8 | 0.1 | |
AVGO | 201,282.9 | 0.1 | |
IBIT | 0.1 | ||
PYPL | 83,170.4 | 0.1 | |
NVDA | 399,550.0 | 0.0 |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 89 | 36.0 |
(b) Individuals (high net worth individuals) | 82 | 189.3 |
(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 | 171 | 225.3 |
By Discretionary | ||
Discretionary | 171 | 225.3 |
Non-Discretionary | 0 | 0.0 |
Total | 171 | 225.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.6 | |
United States Persons | 224.7 | |
Total | 171 | 225.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002021217] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
GPM Growth Investors Inc
✚
|
MI | 0.2 |
Fortress Planning Group LLC
✚
|
WI | 0.2 |
Treiberg Wealth Management Inc
✚
|
AZ | 0.2 |
OMC Financial Services Ltd
✚
|
NY | 0.2 |
NVNG Investments Inc
✚
|
MI | 0.2 |
Belvoir Wealth Management AG
✚
|
0.2 | |
MFA Wealth Services
✚
|
CA | 0.2 |
Axiom Advisory LLC
✚
|
CA | 0.2 |
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
Proactive Wealth Strategies LLC
✚
|
GA | 0.2 |