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Building 2FLUENT FINANCIAL, LLC

Map pinDALLAS, TX
Phone972-852-4800
NotebookSEC #801-78976
Total AUM
$329.7M
Employees
9
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14800 LANDMARK BLVD.
SUITE 848
DALLAS
TX 75254
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
972-852-4800

ReceiptFinancials

Total AUM
$329.7M
Accounts
1,030
Discretionary
$329.7M
Accounts
1,030
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
164
AUM
$211.6M
HNW Individual Clients
87
AUM
$112.2M
Pension/Profit Sharing Plan Clients
9
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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