This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-1994
- Office Locations
- 1
Office Locations
About FPC Investment Advisory, Inc.
FPC Investment Advisory is a Petaluma, CA RIA combining comprehensive financial planning with in-house tax preparation and planning. The firm works with individuals and retirees on retirement, estate, and insurance planning and builds actively managed, asset-allocation portfolios primarily using ETFs and mutual funds, with selective alternative exposures. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BIJAN GOLKAR
Chief Compliance Officer, President, Senior Advisor
- CRD
- #5814146
- Ownership
- 75% or more
Tyler Louis Schalch
Chief Investment Officer, Investment Advisor
- CRD
- #6719804
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Matthew M Kalabokes
--
- CRD
- #7211724
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,599,434 | $484,196 |
| Non-Discretionary | $0 | -- |
| Total | $364,599,434 | $484,196 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing