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| FPL Capital Management LLC
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| |
|---|---|
| CRD # | 117499 |
| SEC # | 801-78875 |
| CIK # | |
| AUM | $669.1 MM (2024-01-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 504-828-1969 |
| Address | 3525 North Causeway Boulevard Metairie, LA 70002 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 17.4 |
| (b) Individuals (high net worth individuals) | 146 | 502.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 140.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 845 | 669.1 |
| By Discretionary | ||
| Discretionary | 688 | 506.6 |
| Non-Discretionary | 157 | 162.5 |
| Total | 845 | 669.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.1 | |
| Total | 845 | 669.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthstar Advisors LLC
✚
|
TX | 0.7 |
|
Vertex Planning Partners LLC
✚
|
IL | 0.7 |
|
Vance Wealth Inc
✚
|
CA | 0.7 |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.7 |
|
Perryman Financial Advisory Inc
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
Kaye Capital Management
✚
|
CA | 0.7 |
|
International City Management Association Retirement Corporation
✚
|
DC | 0.7 |
|
Mirador Capital Partners LP
✚
|
CA | 0.7 |
|
Strategic Advisors LLC
✚
|
NY | 0.7 |