Overview
Assets Under Management: $403 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 204
Discretionary Accounts: 199
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 146399
Last Filing Date: 2024-07-30 00:00:00
Website: https://fvcm.us