Fpfoco
Firm details
- Headquarters
- Fort Collins, Colorado
- CRD number
- 283890
- Registered since
- August 2, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.57%
- Individuals26.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fpfoco is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and bills on a percentage-of-AUM model supplemented by fixed fees. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also lists accounting among its business activities and acts as a capital allocator, directing client capital into external managers when appropriate. Fpfoco does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
- Derivatives1%
- Private Funds1%
Contacts
3 of 3
Riley Thoubboron
Financial Planning SpecialistCRD 6506221
Regina Neenan
PartnerCRD 7167307
Jason Speciner
Director of Investment and Tax Planning, FounderCRD 4781020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$159M in ETFs
99%
$157M
0%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $27.5M | 301,484 | 17.35% |
Location
Fort Collins, CO
Larimer
Location
Fort Collins, CO
Headquartered in Fort Collins, CO, in the West of the United States.
- Region
- West
- County
- Larimer
- Address
- 375 E Horsetooth Rd
- Time zone
- MT (UTC-7)
- Office locations
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