Fc360, Inc. is an adviser based in Roseville. It manages $59.55 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Fc360 provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fc360, Inc. is $59.55 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fc360, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fc360, Inc. performs its advisory services is located at 8150 Sierra College Blvd, Roseville, CA 95661, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-379-7980 or by fax 916-379-7981. The normal business hours are 9:00am - 4:00pm pst on Monday - Friday. You can find more information about the New York firm at fc360.com.