Overview
Assets Under Management: $526 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 81
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.76
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 543
Discretionary Accounts: 495
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 110658
Last Filing Date: 2024-12-24 00:00:00
Website: https://fcacorp.com