FALLENBAUM CPA & ADVISORS, LLC

Overview

Fallenbaum Cpa & Advisors, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm blends accounting services with fee-based financial advice, targeting individual and family clients and small businesses. Advisory services listed include financial planning and portfolio management for individuals and small businesses. Its billing arrangements can include a percentage of assets under management, hourly charges, and fixed fees. The firm is not registered as a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices