|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| FPF FA LLC
✚
|
|
|---|---|
| CRD # | 311329 |
| SEC # | 801-129454 |
| CIK # | |
| AUM | $143.7 M (2025-07-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-803-5585 |
| Address | 211 East Blvd Charlotte, NC 28203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 15.2 |
| (b) Individuals (high net worth individuals) | 43 | 70.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 56.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 143.7 |
| By Discretionary | ||
| Discretionary | 324 | 87.0 |
| Non-Discretionary | 17 | 56.7 |
| Total | 341 | 143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.7 | |
| Total | 341 | 143.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Nobscot Investment Management LLC
✚
|
MA | 0.1 |
|
Silicon Beach Wealth LLC
✚
|
CA | 0.1 |
|
Wilian Securities LLC
✚
|
MN | 0.1 |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 0.1 |
|
Cornermen Financial LLC
✚
|
TX | 0.1 |
|
Crow Financial Advisors Ltd Co
✚
|
NM | 0.1 |
|
ZEIT Capital LLC
✚
|
0.1 | |
|
Star Capital Inc
✚
|
MN | 0.1 |
|
Fusco Financial Services Inc
✚
|
FL | 0.1 |