3525 North Causeway Boulevard
Suite 633
Metairie, Louisiana 70002
Tel: 504-828-1969
FPL CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FPL CAPITAL MANAGEMENT, LLC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.
FPL CAPITAL MANAGEMENT, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $885,155,184 assets under management, offering retirement planning & investment advisory services to 1019 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117499 |
| SEC# | 801-78875 |
| Assets Managed by Firm | $885,155,184 |
| No. of Clients | 1019 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1019 | $885,155,184 |
| Individuals (other than high net worth individuals) | 45 | $9,010,841 |
| High net worth individuals | 158 | $700,397,992 |
| Pension and profit sharing plans | 55 | $166,605,488 |
| Corporations or other businesses | Fewer than 5 clients | $9,140,863 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
| $2,952,693,844 | 5 | 31 | |
| $2,535,697,292 | 7157 | 34 | |
| $2,489,088,707 | 1855 | 12 |
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