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).
Total Assets Under Management28MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$488,663
- A percentage of assets under your management
- Hourly charges
- 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)
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.
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.