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FRONT PORCH FINANCIAL ADVISORY
FPF FA L.L.C.
CRD 311329 · SEC 801-129454
211 EAST BLVD., CHARLOTTE, NC, 28203, United States
Phone
704-803-5585
Fax
980-890-7414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.3M
Discretionary AUM
$113.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $22.9M |
| High net worth individuals | 48 | $90.1M |
| Pension/profit sharing plans | 17 | $67.4M |
| Corporations/business entities | 1 | $915K |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD