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- Custodian
- Charles Schwab & Company ยท Oppenheimer
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2023
- Office Locations
- 1
Office Locations
About FPG Wealth
FPG Wealth is a Chicago-based RIA led by CFP Benjamin Holland providing advice, financial planning, and discretionary asset management for individuals, families, and business owners. The firm pairs planning and portfolio management with technology for progress tracking and offers in-person or remote service, frequently meeting clients in major cities nationwide. Portfolios primarily use ETFs alongside public funds and U.S. government/agency bonds; custody includes Charles Schwab.
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Owner & Executives
BENJAMIN HOLLAND
Chief Compliance Officer, Manager, Managing Member
- CRD
- #5591122
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,162,465 | $759,344 |
| Non-Discretionary | $0 | -- |
| Total | $25,162,465 | $759,344 |
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Separately Managed Accounts
Total SMA Asset: $25,162,465
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,016,060,738 | 36.5% |
| Public Funds | $2,143,100,182 | 38.8% |
| Cash | $1,364,293,157 | 24.7% |
| Total | $5,523,454,077 | 100.0% |