FVLCRUM PARTNERS, LLC

2600 Tower Oaks Blvd
Suite 230
Rockville, Maryland 20852
Tel: 202-960-1170

About FVLCRUM PARTNERS, LLC

FVLCRUM PARTNERS, LLC, formally registered with the SEC as FVLCRUM PARTNERS, LLC. The firm was established in 07/31/2023. They have over 1 offices throughout the country.

FVLCRUM PARTNERS, LLC is a Rockville, Maryland based Financial Planning firm with nearly $298,170,771 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310971
SEC#	801-128462
Assets Managed by Firm	$298,170,771
No. of Clients	3
No. of Advisors	11

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	3	$298,170,771

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