FP STRATEGIES

Overview

FP Strategies is organized as a limited liability company owned by an individual and reports an institutional client focus. The firm is registered with the SEC (registration year listed as 2025) and is classified in the dataset as "Unclassified." Its stated advisory activity is portfolio management for investment companies, and it is listed under the industry affiliation "Other Investment Adviser." FP Strategies charges fees as a percentage of assets under management. The firm is not marked as an active ESG investor, is not identified as a capital allocator, and does not report multi-state adviser status or pension consulting activity. The dataset also indicates FP Strategies is not a related adviser.

Assets & Accounts