


FPLCM
Financial Services • 3525 North Causeway Blvd. Suite 633, Metairie, United States • 1-10 Employees
Company overview
| Headquarters | 3525 North Causeway Blvd. Suite 633, Metairie, LA 70002, US |
| Phone number | +18008351969 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Registered Investment Advisor, Wealth Management, Retirement Plan Services, Portfolio Management Services, Dimensional Fund Advisors, Dfa Funds, Portfolio Modeling, Flat-Fee Advisor, Ishares Etfs, Pimco Funds, Vanguard Funds, Wisdomtree Etfs, Fee-Only Advisor |
| Founded | 1997 |
| Employees | 1-10 |
| Socials |
Key Contact at FPLCM
Amanda Harrell
Director of Client Service and Development
FPLCM Email Formats
FPLCM uses 4 email formats. The most common is {first initial} (e.g., j@fplcm.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fplcm.com | 60% |
{first name} | john@fplcapital.com | 40% |
About FPLCM
FPLCM is a flat fee, fee-only, SEC-registered investment advisor delivering industry leading, scalable service to clients at the best value. FPLCM was founded in 1997 on the belief that everyone should have access to comprehensive wealth management services without exorbitant advisory fees. Our role is to be your guide and to help you solve the issues, complexities, and challenges that may arise when managing your wealth.
FPLCM revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
FPLCM has never raised funding before.
FPLCM Tech Stack
Discover the technologies and tools that power FPLCM's digital infrastructure, from frameworks to analytics platforms.
Security
Hosting
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Maps
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Programming languages
Blogs
Analytics
Frequently asked questions
4.8
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