Fletcher Financial, LLC
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 133270
- Website
- fletchfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.51%
- Individuals15.49%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fletcher Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering portfolio management for individuals and small businesses and providing pension consulting services. Its stated business activities include CPO or CTA functions, and it charges either a percentage of assets under management or fixed fees for advisory services. Fletcher Financial reports that it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents38%
- Private Funds32%
- Exchange Traded Equities25%
- US Government Bonds5%
Contacts
1 of 1
Richard Fletcher
PresidentCRD 1630548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 5055 Avenida Encinas
- Time zone
- PT (UTC-8)
- Office locations
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