Overview
Assets Under Management: $710 million
Headquarters: PALM DESERT, CA
High-Net-Worth Clients: 189
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 791
Discretionary Accounts: 785
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 111822
Last Filing Date: 2025-01-17 00:00:00
Website: https://flccapital.com