Fp Strategies
Fp Strategies is an SEC-registered ria in San Juan, PR with $146.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Fp Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337701, SEC 801-134211, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $146.5M (2026-06-15)
- Firm type
- Ria
- Location
- San Juan, PR
- Employees
- 8
- CRD
- 337701
- Ownership
- WEINSTEIN, MARC, ADAM; FARLEY, JOSEPH, LYNN; Kang, Andrew
How much AUM does Fp Strategies have?
Fp Strategies reported $146.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Fp Strategies?
Disclosed owners and executives of Fp Strategies include WEINSTEIN, MARC, ADAM, FARLEY, JOSEPH, LYNN, Kang, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.