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Home > Retirement Planners > texas > dallas > FLUENT FINANCIAL, LLC
FLUENT FINANCIAL, LLC
14800 Landmark Blvd.
Suite 848
Dallas, Texas 75254
Tel: 972-852-4800
About FLUENT FINANCIAL, LLC
FLUENT FINANCIAL, LLC, formally registered with the SEC as FLUENT FINANCIAL, LLC. The firm was established in 01/06/2014. They have over 1 offices throughout the country.
FLUENT FINANCIAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $287,799,934 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170041 |
| SEC# | 801-78976 |
| Assets Managed by Firm | $287,799,934 |
| No. of Clients | 1116 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1116 | $287,799,934 |
| Individuals (other than high net worth individuals) | 227 | $34,535,992 |
| High net worth individuals | 185 | $252,462,119 |
| Pension and profit sharing plans | 6 | $801,823 |
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