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 SEC-registered RIA founded in 2018 and owned by an individual proprietor. The firm focuses on individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee engagements. The firm identifies as a single-state, non-ESG active adviser and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Bijan Golkar
CEO & Senior AdvisorCRD 5814146
Contacts
2 of 2
Matthew 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 22Active vs passive
$198M in ETFs
100%
$198M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $36.5M | 1,243,751 | 18.40% |
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 Mc Dowell Blvd
- Time zone
- PT (UTC-8)
- Office locations
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