FPC INVESTMENT ADVISORY, INC.
Firm details
- Headquarters
- PETALUMA, California
- CRD number
- 122728
- Registered since
- February 26, 2018
- Website
- www.linkedin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.52%
- Individuals22.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FPC Investment Advisory, Inc. is an independent, privately owned registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients. The firm, organized as a corporation and SEC-registered since 2018, offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory scope emphasizes planning and discretionary portfolio management for individuals and small businesses. FPC does not self-identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents11%
- Private Funds1%
Owners & executives
1 of 1BIJAN GOLKAR
CEO & Senior AdvisorCRD 5814146
Contacts
2 of 2Matthew Kalabokes
Associate Wealth AdvisorCRD 7211724
Tyler Schalch
Wealth AdvisorCRD 6719804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$272M in ETFs
100%
$272M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $94.6M | 90,840 | 34.76% |
Location
PETALUMA, CA
SONOMA
Location
PETALUMA, CA
Headquartered in PETALUMA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 1465 N McDowell Blvd
- Time zone
- PT (UTC-8)
- Office locations
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