Fcg Wealth Management, LLC is a large advisory firm based in Chatham. It manages $1.04 billion of regulatory assets for 1,779 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 26 other states.
Fcg Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. 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 Fcg Wealth Management, LLC is $1.04 billion. The firm's AUM has grown by 128% 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 Fcg Wealth Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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 firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of John Anthony Combias is high net worth individuals with 242 clients and $730.39 million of assets under management. Among the 8 most similar advisory firms, Fcg Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.04 billion for 1,779 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fcg Wealth Management doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Anthony Combias has been acting as President since 1 Oct 1994. Jay Wilson Haas joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fcg Wealth Management, LLC performs its advisory services is located at One Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. An additional office of the firm is in Westfield, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-635-7374 or by fax 973-701-1780. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at fcgadvisors.com.