FPG WEALTH is an SEC-registered investment adviser (CRD 325539). Regulatory assets under management: $25.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| HOLLAND FRED BENJAMIN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER | — |
| MAURER ROBERT JOHN | CHIEF COMPLIANCE OFFICER | — |