Overview
Assets Under Management: $347 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Frequently Asked Questions
FC ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170478), FC ADVISORY, LLC is subject to fiduciary duty under federal law.
FC ADVISORY, LLC is headquartered in WEST CHESTER, PA.
FC ADVISORY, LLC serves 78 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, FC ADVISORY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FC ADVISORY, LLC manages $347 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, FC ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 717
Discretionary Accounts: 717
Regulatory Filings
CRD Number: 170478
Last Filing Date: 2025-01-15 00:00:00
Website: https://financialcoachgroup.com