|
⚲
|
| Keyboard |
| Flack Ember Louise
✚
|
|
|---|---|
| CRD # | 114269 |
| SEC # | 801-62800 |
| CIK # | |
| AUM | 180.0 M (2026-04-02) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 214-373-4781 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 40 | 180.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 180.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 40 | 180.0 |
| Total | 40 | 180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.0 | |
| Total | 40 | 180.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Roxbury Financial LLC
✚
|
NJ | 180.5 M |
|
Vera Lake Capital LLC
✚
|
MN | 180.4 M |
|
Steven G Blum and Associates LLC
✚
|
PA | 180.2 M |
|
Lander & Associates Inc
✚
|
180.2 M | |
|
Lewis Capital Management LLC
✚
|
CA | 180.2 M |
|
Martin Fleisher JD PC
✚
|
180.1 M | |
|
T2 Asset Management LLC
✚
|
IL | 180.0 M |
|
Golden Bay Advisors LLC
✚
|
179.8 M | |
|
RCW Management LLC
✚
|
FL | 179.6 M |
|
Higley James W
✚
|
179.5 M |