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FLEXIS CAPITAL
360 Nw 27th Street
Miami, Florida 33127
Tel: 212-378-4000
About FLEXIS CAPITAL
FLEXIS CAPITAL, formally registered with the SEC as FLEXIS CAPITAL. The firm was established in 08/02/2021. They have over 2 offices throughout the country.
FLEXIS CAPITAL is a Miami, Florida based Financial Planning firm with nearly $295,941,228 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162601 |
| SEC# | 801-121972 |
| Assets Managed by Firm | $295,941,228 |
| No. of Clients | 6 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $295,941,228 |
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