Constant Cashflow, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338659
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Constant Cashflow, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm’s regulatory snapshot indicates it is not positioned as a capital allocator and does not report activity as an ESG investor or a multi-state adviser. Service scope appears straightforward and client-facing rather than institutional or pension-focused.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- Public Funds/Mutual Funds40%
- Non-Exchange Traded Equities5%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Brett Lewis
Chief Compliance OfficerCRD 8164342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations