Fletcher Financial, LLC

RIASEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$599K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
Carlsbad, California
CRD number
133270
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI84.51%
  • Individuals15.49%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 38%, Private Funds 32%, Exchange Traded Equities 25%, US Government Bonds 5%38%
  • Cash & Cash Equivalents38%
  • Private Funds32%
  • Exchange Traded Equities25%
  • US Government Bonds5%

Contacts

1 of 1
  • Richard Fletcher

    Richard Fletcher

    PresidentCRD 1630548

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth