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Fnc Trust Group, Inc., Na (Fort Collins)


Fnc Trust Group, Inc., Na is a large advisory firm based in Fort Collins. It manages $76.98 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Fnc Trust Group, Inc., Na provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fnc Trust Group, Inc., Na: assets under management

The assets under management (AUM) of Fnc Trust Group, Inc., Na is $76.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $76.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.66 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fnc Trust Group, Inc., Na for their services and products based on a percentage of assets under management. 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.

Based in Fort Collins

The principal office where Fnc Trust Group, Inc., Na performs its advisory services is located at 205 West Oak Street, Fort Collins, CO 80521, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 970-495-1291 or by fax 970-493-7419. The normal business hours are 8am-5pm on Monday - Friday.


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