FCG WEALTH MANAGEMENT, LLC
CRD #40633 SEC #801- CHATHAM, NJ 973-635-7374
SEC Registered Broker-Dealer
Total AUM
$456.7M
Discretionary
$454M
Employees
8
Clients
0
Accounts
1,036
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $633.7M | $630.9M | $2.8M | 19 | 400 |
| Mar 2015 | $610M | $607.3M | $2.8M | 19 | 400 |
| Dec 2014 | $456.7M | $454M | $2.7M | 8 | 400 |
| Nov 2014 | $456.7M | $454M | $2.7M | 8 | 400 |
| Oct 2014 | $456.7M | $454M | $2.7M | 8 | 400 |
| May 2014 | $456.7M | $454M | $2.7M | 8 | 400 |
| Mar 2014 | $456.7M | $454M | $2.7M | 8 | 400 |
| Mar 2013 | $387.5M | $379.2M | $8.2M | 8 | 400 |
| Mar 2012 | $434.6M | $425.1M | $9.5M | 6 | 400 |
| Mar 2011 | $356.2M | $356.2M | $0 | 10 | -- |
| Jul 2010 | $240M | $240M | $0 | 10 | -- |
| Apr 2010 | $240M | $240M | $0 | 10 | -- |
| Mar 2007 | $118M | $118M | $0 | -- | -- |
| Mar 2006 | $170.7M | $170M | $650K | -- | -- |
| Sep 2005 | $125.7M | $125.1M | $585K | 10 | -- |
| Mar 2004 | $147.1M | $146.5M | $540.2K | 10 | -- |
| Mar 2002 | $58M | $58M | $0 | 10 | -- |
DateMay 2015
Total AUM$633.7M
Discretionary$630.9M
Non-Disc.$2.8M
Employees19
Clients400
DateMar 2015
Total AUM$610M
Discretionary$607.3M
Non-Disc.$2.8M
Employees19
Clients400
DateDec 2014
Total AUM$456.7M
Discretionary$454M
Non-Disc.$2.7M
Employees8
Clients400
DateNov 2014
Total AUM$456.7M
Discretionary$454M
Non-Disc.$2.7M
Employees8
Clients400
DateOct 2014
Total AUM$456.7M
Discretionary$454M
Non-Disc.$2.7M
Employees8
Clients400
DateMay 2014
Total AUM$456.7M
Discretionary$454M
Non-Disc.$2.7M
Employees8
Clients400
DateMar 2014
Total AUM$456.7M
Discretionary$454M
Non-Disc.$2.7M
Employees8
Clients400
DateMar 2013
Total AUM$387.5M
Discretionary$379.2M
Non-Disc.$8.2M
Employees8
Clients400
DateMar 2012
Total AUM$434.6M
Discretionary$425.1M
Non-Disc.$9.5M
Employees6
Clients400
DateMar 2011
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$170.7M
Discretionary$170M
Non-Disc.$650K
Employees--
Clients--
DateSep 2005
Total AUM$125.7M
Discretionary$125.1M
Non-Disc.$585K
Employees10
Clients--
DateMar 2004
Total AUM$147.1M
Discretionary$146.5M
Non-Disc.$540.2K
Employees10
Clients--
DateMar 2002
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees10
Clients--