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Flegal Financial Planning
FLEGAL FINANCIAL PLANNING is an SEC-registered investment adviser with $14 million in regulatory assets under management.
Flegal Financial Planning
FLEGAL FINANCIAL PLANNING is an SEC-registered investment adviser with $14 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Jean-Pierre Flegal
Founder
Frequently asked questions
What is Flegal Financial Planning?
Flegal Financial Planning is a single family office tracked on Altss.
What is Flegal Financial Planning's assets under management?
Flegal Financial Planning reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Flegal Financial Planning?
Altss maintains an OSINT-verified profile of Flegal Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Flegal Financial Planning?
Flegal Financial Planning is classified by Altss as a Single Family Office.
How does Altss source intelligence on Flegal Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Flegal Financial Planning's Altss profile last updated?
Flegal Financial Planning's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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