FLC Capital Advisors is an investment advisor in Palm Desert with $520.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
300726812
SEC advisor number
801-77600
FINRA CRD number
111822
AUM ?
$651.14 mm
(as of 17 Jun 24)
Accounts
728
(as of 17 Jun 24)
Employees
10
(4 investment advisory or research)
Address
FLC Capital Advisors
44750 VILLAGE COURT
PALM DESERT
CA 92260
44750 VILLAGE COURT
PALM DESERT
CA 92260
Phone
760-779-8110
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22