Fal Capital Management Inc is a large advisory firm based in Scottsdale. It manages $58.83 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Fal Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fal Capital Management Inc is $58.83 million. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fal Capital Management Inc for their services and products based on a percentage of assets under management and fixed 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.
Frederick Lynn has been acting as President since 1 Feb 1976. Ann Mosler Lynn joined the executive team most recently as the Secretary.
The principal office where Fal Capital Management Inc performs its advisory services is located at 6872 East Crimson Sky Trail, Scottsdale, AZ 85262 The mailing address of the firm is P.O. Box 3020, Carefree, AZ 85377. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-488-6558 or by fax 480-488-8233. The normal business hours are 9:30 am to 4:30 pm on Monday - Friday.