Constant Cashflow, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338659
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Constant Cashflow, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family accounts, and its advisory model mixes percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity shows a clear tilt toward equities, with the firm using exchange-traded equities as its primary vehicle for market exposure. Given the modest scale of assets, the firm appears to favor liquid, low-friction instruments and standard planning solutions rather than complex institutional strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds40%
- Non-Exchange Traded Equities5%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Brett Lewis
Chief Compliance OfficerCRD 8164342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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