Fleurus Investment Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172257
- Website
- www.fleurus-ia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.62%
- Individuals34.42%
- Charitable Organizations1.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fleurus Investment Advisory, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and can also bill hourly for certain work. It does not identify as an ESG investor, is not multi-state registered, and does not act as a capital allocator or pension consultant. The advisory focus reported is traditional financial planning and discretionary portfolio management rather than institutional consulting or family-office services.
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
- Public Funds/Mutual Funds89%
- US Government Bonds5%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jean-francis Lopez De Valdivia
Investment Advisor and FounderCRD 1895346
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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