|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| FLFS Advisory LLC
✚
|
|
|---|---|
| CRD # | 334771 |
| SEC # | 801-132387 |
| CIK # | |
| AUM | $142.2 M (2025-07-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 646-395-3900 |
| Address | 29 LaSalle Parkway Victor, NY 14564 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 28.1 |
| (b) Individuals (high net worth individuals) | 35 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 7 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 142.2 |
| By Discretionary | ||
| Discretionary | 250 | 142.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 142.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.2 | |
| Total | 250 | 142.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Demand Wealth LLC
✚
|
0.1 | |
|
GUTT Financial Management LLC
✚
|
GA | 0.1 |
|
Legacy Advisory Services LLC
✚
|
PA | 0.1 |
|
Calculated Wealth LLC
✚
|
WI | 0.1 |
|
Truman Wealth Advisors LLC
✚
|
MO | 0.1 |
|
TIDE Cove Capital Partners LLC
✚
|
0.1 | |
|
Cavalcade Capital LLC
✚
|
NY | 0.1 |
|
Cook Financial Designs Inc
✚
|
VA | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |