Overview
Assets Under Management: $152 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 41
Average Client Assets: $2.7 million
Frequently Asked Questions
FPFOCO 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 #283890), FPFOCO is subject to fiduciary duty under federal law.
FPFOCO is headquartered in FORT COLLINS, CO.
FPFOCO serves 41 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, FPFOCO offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FPFOCO manages $152 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, FPFOCO serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57%
Average Client Assets: $2.7 million
Total Client Accounts: 471
Discretionary Accounts: 469
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 283890
Filing ID: 2078116
Last Filing Date: 2026-03-23 10:11:49