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Flores Wealth Planning
FLORES WEALTH PLANNING, LLC is an SEC-registered investment adviser in NEW YORK, NY. The firm manages approximately $3 million in regulatory assets.
Flores Wealth Planning
FLORES WEALTH PLANNING, LLC is an SEC-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
Single Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
Unknown location, United States
Frequently asked questions
Who runs investment decisions at Flores Wealth Planning?
The identity of the investment decision-makers at Flores Wealth Planning is not publicly disclosed. As an RIA, it may have a named advisor or team on file with regulators, but those details are not available in open sources.
Is Flores Wealth Planning structured as a single family office or an RIA?
Flores Wealth Planning is registered as a registered investment advisor (RIA) with U.S. securities regulators. While it likely functions as a family office for its founding family, its RIA structure indicates compliance with fiduciary and reporting standards applicable to professional wealth managers.
What investment stages does Flores Wealth Planning target?
No specific investment stages have been publicly associated with Flores Wealth Planning. Based on the firm's name and RIA classification, it is likely focused on liquid assets, tax planning, and wealth transfer strategies rather than venture-stage or direct private equity.
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.
Where does the underlying wealth come from for Flores Wealth Planning?
The source of wealth for Flores Wealth Planning's founding family has not been disclosed. No connection to any specific industry, company, or public figure has been identified in available records.
Does Flores Wealth Planning maintain philanthropic structures?
No philanthropic vehicles or foundations linked to Flores Wealth Planning have been identified in public sources. The firm's relationship to any charitable activities is not documented.
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.
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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