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 organized as an LLC and SEC-registered since 2014. The firm is owner-operated and positions itself as a capital allocator that serves both individual/family clients and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory capabilities center on comprehensive financial planning and portfolio management for individuals and small businesses. Fluent Financial also provides pension consulting, manager selection services, and educational seminars or workshops, indicating a mix of discretionary portfolio management and advisory/consulting work. The firm does not list itself as an active ESG investor.
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 5MITCHELL 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 33Active vs passive
$251M in ETFs
71%
$177M
29%
$73.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $63.5M | 1,257,356 | 25.27% |
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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