Fv Asset Management Inc.

Fv Asset Management Inc. (CRD# 148302) is a financial advisory firm headquartered in Oakland, CA. They manage $27,853,793 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $488,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fv Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffery L. Fallick
CRD#: 5593900
505 14th Street, Suite 900, Oakland, CA 94612
93
Wealthminder
score

Jeffery Fallick (CRD# 5593900) is an Investment Advisor Representative working at Fv Asset Management Inc. in Oakland, CA and has over 5 years of experience in the finance industry.

2
Shannon L. Vincent
CRD#: 5339290
505 14th Street, Suite 900, Oakland, CA 94612
93
Wealthminder
score

Shannon Vincent (CRD# 5339290) is an Investment Advisor Representative working at Fv Asset Management Inc. in Oakland, CA and has over 9 years of experience in the finance industry.

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