FLOW FINANCIAL PLANNING

FLOW FINANCIAL PLANNING is an SEC-registered RIA offering financial planning and wealth management. Its principals and AUM remain undisclosed.

FLOW FINANCIAL PLANNING

Flow Financial Planning, L.L.C. is an SEC-registered investment adviser. The firm manages approximately $94 million in regulatory assets. It has 2 employees and 1 investment adviser.

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General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is FLOW FINANCIAL PLANNING a registered investment adviser?

Yes. FLOW FINANCIAL PLANNING, L.L.C. is registered as an RIA with the SEC or state authority, requiring fiduciary duty to clients. Registration does not imply a certain level of skill or training.

What services does FLOW FINANCIAL PLANNING offer?

Based on its name and RIA registration, the firm likely provides financial planning, investment management, and retirement planning services. Specific service lines are not publicly detailed.

Who runs FLOW FINANCIAL PLANNING?

The firm's principals and key executives have not been identified in public sources. The firm operates as an LLC, but no managing member or CEO is publicly named.

Where is FLOW FINANCIAL PLANNING headquartered?

The firm's headquarters location is not confirmed from available public records. Its registration jurisdiction is not disclosed in accessible sources.

Does FLOW FINANCIAL PLANNING manage assets for institutions or only individuals?

The firm's name and category suggest a focus on individual clients and small businesses, typical of a financial planning RIA. Institutional or high-net-worth specialization is not indicated.

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