Cash Flow Investment Services LLC

Overview

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