$143.6M Total AUM
$143.6M Disc. AUM
-- 3Y CAGR
5 Employees
116 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2022
- Office Locations
- 1
Office Locations
828 SAN Pablo Ave. Suite 210b Albany CA
About FOG City Advisors, LLC
Fog City Advisors, LLC is a fee-only, flat-fee financial and tax planning firm serving San Francisco Bay Area households and entrepreneurs. The team pairs CPA/CFP-led planning with tax strategy, estate and insurance reviews, and coordinated investment advice, commonly implemented with diversified ETF and mutual-fund portfolios. No product sales, with ongoing client access and regular reviews; custody is often at Schwab.
Team overview
-- AVG AGE
$71.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
MARK KIRKHAM PINGREE
Chief Compliance Officer, Managing Member
- CRD
- #6438076
- Ownership
- 75% or more
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Thinh Thi Ngoc Nguyen
--
- CRD
- #7802154
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,621,170 | $324,935 |
| Non-Discretionary | $0 | -- |
| Total | $143,621,170 | $324,935 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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