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RIA · CRD 173706State-Registered Investment Adviser

Updated:

Flores Wealth Planning

FLORES WEALTH PLANNING, LLC is a state-registered investment adviser in NEW YORK, NY. The firm manages approximately $3 million in regulatory assets.

Overview

FLORES WEALTH PLANNING, LLC is a state-registered investment adviser in NEW YORK, NY. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

Unknown location, United States

Frequently asked questions

Does Flores Wealth Planning participate in fund commitments or only direct deals?

No information is publicly available about Flores Wealth Planning's participation in fund commitments or direct investments. The firm's investment approach has not been described in any known public documents.

What is Flores Wealth Planning's known posture on co-investments alongside external GPs?

No public information exists regarding Flores Wealth Planning's co-investment activity. The firm's investment strategy and deal sourcing methods are not documented in publicly available materials.

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