FPC Investment Advisory

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

FPC Investment Advisory — overview

Assets Under Management

Type

Wealth Manager

Location

Petaluma, CA, US

Alternative Asset Classes

-

About

FPC Investment Advisory is a US-based wealth manager and registered investment advisor. The services include asset management, asset allocation, financial planning, retirement planning, insurance planning, tax planning, education planning, business planning, risk management and estate planning. The firm provides advisory services to individuals, high net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations.

FPC Investment Advisory - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder, President & Senior AdvisorPetaluma, USGEN
Chief Executive Officer & Senior AdvisorPetaluma, USGEN
Chief Financial OfficerPetaluma, USGEN
Associate Wealth AdvisorPetaluma, USGEN

Showing 4 of 4 known decision makers FPC Investment Advisory

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.