Fpc Investment Advisory, Inc.
● SEC registered since 2018CRD 122728SEC# 801-112493Petaluma, CA
Reg. AUM
$364.6M
Employees
5
Accounts
753
Location
Petaluma, CA
About Fpc Investment Advisory
FPC Wealth provides financial planning, wealth management, and integrated tax expertise for individuals, families, businesses, and foundations. It stresses personal attention and helping clients protect and grow wealth toward long-term goals.
Summary based on the firm’s website.
Fpc Investment Advisory, Inc. assets under management
Fpc Investment Advisory, Inc. is an SEC-registered investment adviser based in Petaluma, CA. The firm has been registered since 2018. It reports $364.6 million in regulatory assets under management and employs 5 people.
Fpc Investment Advisory, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bijan Golkar Control | President And Chief Compliance Officer | Over 75% | 2010 |
| Tyler Louis Schalch Control | Chief Investment Officer | 25-50% | 2021 |
Frequently asked questions
How much does Fpc Investment Advisory, Inc. manage?
Fpc Investment Advisory, Inc. reports $364.6 million in regulatory assets under management on its Form ADV.
How many employees does Fpc Investment Advisory, Inc. have?
Fpc Investment Advisory, Inc. reports 5 employees.
Where is Fpc Investment Advisory, Inc. located?
Fpc Investment Advisory, Inc. is based in Petaluma, CA and has been SEC-registered since 2018.
Does Fpc Investment Advisory, Inc. disclose fund performance?
Fpc Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1465 North McDowell Blvd, Suite 170, Petaluma, CA 94954 |
| Phone | (707) 795-0500 |
| Fax | (707) 703-4414 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$364.6M▲ 23%
Jun '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$364.6Mregulatory AUM
Discretionary $364.6M