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Building 2EMBER L. FLACK, JD, CFP, CLU, CHFC

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Phone214-373-4781
NotebookSEC #801-62800
Total AUM
$180M
Employees
3
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
214-373-4781

ReceiptFinancials

Total AUM
$180M
Accounts
40
Discretionary
$0
Accounts
0
Non-Discretionary
$180M
Accounts
40

ContactClients

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HNW Individual Clients
40
AUM
$180M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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