Overview
Assets Under Management: $186 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 31
Average Client Assets: $5.8 million
Frequently Asked Questions
FCM INVESTMENTS 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 #107025), FCM INVESTMENTS is subject to fiduciary duty under federal law.
FCM INVESTMENTS is headquartered in DALLAS, TX.
FCM INVESTMENTS serves 31 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, FCM INVESTMENTS offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FCM INVESTMENTS manages $186 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, FCM INVESTMENTS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.07%
Average Client Assets: $5.8 million
Total Client Accounts: 35
Discretionary Accounts: 35
Regulatory Filings
CRD Number: 107025
Filing ID: 1189365
Last Filing Date: 2018-03-19 12:06:00