FCG Advisors

Chatham, United States Founded: 1994 • Age: 32 yrs Acquired By Cambridge
Investment and wealth management services are provided to clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

About FCG Advisors

FCG Advisors is a company based in Chatham (United States) founded in 1994 by John A Combias was acquired by Cambridge in September 2020. FCG Advisors offers products and services including Wealth Planning, Investment Management, Tax Planning, and Estate Planning. FCG Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Chatham, United States
  • Founders John A Combias
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Mariner Wealth Advisors
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
  • Employee Count
    Not available
  • Acquired by
    Cambridge

    (Sep 30, 2020)

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Products & Services of FCG Advisors

FCG Advisors offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning, and Estate Planning.

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Primary

Service for creating personalized financial strategies.

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Managing assets to achieve client financial objectives.

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Assistance with tax strategies and preparation.

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Planning for asset transfer and trusts.

Funding Insights of FCG Advisors

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Detailed funding history for FCG Advisors

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  • Funding amounts
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Investors in FCG Advisors

FCG Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cambridge.

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Institutional
Investor Description Founded Year Domain Location
Investment research services are provided to financial clients by Cambridge.
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Investor details for FCG Advisors

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Investments & Acquisitions by FCG Advisors

Investments
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Investment portfolio details for FCG Advisors

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  • Portfolio identities
  • Transaction dates
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Financial Statements - FCG Advisors

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Detailed financials for FCG Advisors

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  • Profit trends
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Fcg Advisors Comparisons

FCG Advisors Primary company
Description
Investment and wealth management services are provided to cl...
Location
Chatham, United States
Founded Year
1994
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for FCG Advisors

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Competitors of FCG Advisors

FCG Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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Detailed competitors of FCG Advisors

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Latest news on Fcg Advisors

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Complete news archive for FCG Advisors

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Frequently Asked Questions about FCG Advisors

FCG Advisors was founded in 1994.

FCG Advisors is headquartered in Chatham, United States.

FCG Advisors was established in 1994 in Chatham, United States, as an investment and wealth management firm. Services encompassing portfolio management, financial planning, and advisory support are offered to clients. Operations are centered in the financial sector, with guidance provided by founder and Managing Director John A. Combias. The firm maintains a focus on personalized strategies within the wealth management industry, serving individuals and entities across the region.

FCG Advisors's top competitors include Fidelity Investments, Investec and S&P Global.

FCG Advisors offers Wealth Planning, Investment Management, Tax Planning, and Estate Planning.

FCG Advisors has 1 investor. Key investors include Cambridge.

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