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FPC INVESTMENT ADVISORY, INC.

CRD 122728 · SEC 801-112493

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1465 NORTH MCDOWELL BLVD, SUITE 170, PETALUMA, CA, 94954, United States

Phone

(707) 795-0500

Fax

(707) 703-4414

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$364.6M

Discretionary AUM

$364.6M

Team

5 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals70$82.0M
High net worth individuals92$282.6M

States served

AZ, CA, TX

All web addresses on file

Official SEC filing: View on IAPD