FLC Capital Advisors (0001713697) Files 13F-HR Form with SEC
In a recent 13F-HR filing, FLC Capital Advisors (0001713697) disclosed significant changes to its portfolio, indicating a shift in investment strategy or outlook. This filing is crucial for investors and analysts as it provides insight into the company’s current holdings and any notable transactions that have taken place. By reviewing this filing, stakeholders can better understand FLC Capital Advisors’ investment decisions and potentially adjust their own strategies accordingly.
FLC Capital Advisors is a financial advisory firm that manages investment portfolios for clients. With a focus on wealth management and financial planning, the company offers personalized services to help individuals and organizations achieve their financial goals. To learn more about FLC Capital Advisors and its services, visit their website at https://www.flccapitaladvisors.com.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management of $100 million or more. This form provides a snapshot of the filer’s portfolio, including information on the securities held, changes in holdings, and overall market value. By reviewing 13F-HR filings, investors can gain valuable insights into the investment decisions of institutional managers like FLC Capital Advisors.
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FLC Capital Advisors (0001713697) Submits 13F-HR Filing to SEC