Fluent Financial, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 170041
- Registered since
- January 6, 2014
- Website
- www.fluentfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.17%
- HNWI34.04%
- Pension & Profit Sharing Plans1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fluent Financial, LLC is an independent registered investment adviser that began SEC registration in 2014. The firm operates as a limited liability company with individual ownership and positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars or workshops. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Fluent Financial does not identify as an active ESG investor, and it is not designated as a multi-state adviser.
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 Equities64%
- US Government Bonds29%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Mitchell Kramer
FounderCRD 2728798
Ian Cobb
Assistant Portfolio ManagerCRD 7303209
Matthew Pence
Director of OperationsCRD 7469806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$344M in ETFs
79%
$271M
21%
$72.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $61.3M | 1,217,803 | 17.83% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 14800 Landmark Blvd
- Time zone
- CT (UTC-6)
- Office locations
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