Overview
Assets Under Management: $242 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Frequently Asked Questions
FIG WEALTH, 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 #318369), FIG WEALTH, LLC is subject to fiduciary duty under federal law.
FIG WEALTH, LLC is headquartered in LAFAYETTE, CA.
FIG WEALTH, LLC serves 105 high-net-worth clients according to their SEC filing dated May 14, 2024. View client details ↓
According to their SEC Form ADV, FIG WEALTH, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FIG WEALTH, LLC manages $242 million in client assets according to their SEC filing dated May 14, 2024.
According to their SEC Form ADV, FIG WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 532
Discretionary Accounts: 519
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 318369
Last Filing Date: 2024-05-14 00:00:00
Website: https://figwealth.us