Fg Management LLC (Del Mar)
Fg Management LLC is an adviser based in Del Mar. It manages $15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.
Fg Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fg Management: assets under management
The assets under management (AUM) of Fg Management LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fg Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Del Mar
The principal office where Fg Management LLC performs its advisory services is located at 1401 Camino Del Mar, Suite 202, Del Mar, CA 92014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-456-8483 or by fax 858-456-1466. The normal business hours are 6:30 - 2:00 on Monday - Friday. You can find more information about the New York firm at www.fgpartnerslp.com.
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