Cash Flow Investment Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 114360
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.61%
- Individuals23.41%
- Corporations / Businesses2.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cash Flow Investment Services LLC is a small, privately owned advisory firm that provides portfolio management primarily for individuals, families and small businesses. The firm operates as an LLC with an individual owner and charges clients on a percentage-of-assets-under-management fee basis. Its client mix includes both individual/family and institutional relationships. The adviser does not present itself as an ESG-focused manager, is not organized as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Brett Alexander
Owner, Chief Compliance OfficerCRD 2641729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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