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Fleming Financial Advising
FLEMING FINANCIAL ADVISING is a state-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $66 million in regulatory assets.
Overview
FLEMING FINANCIAL ADVISING is a state-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $66 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Richard Fleming
Principal
Frequently asked questions
In which sectors is Fleming Financial Advisings portfolio concentrated?
The portfolio shows a heavy concentration in financial services — community and regional banks, specialty lenders, and structured-credit vehicles — reflecting Richard Fleming's domain expertise. Outside financials, the office has made selective investments in real estate assets and privately held operating companies, though financial-services exposure dominates the disclosed public-equity book.
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