Flfs Advisory LLC

RIASEC RegisteredEst. 2025

Total AUM

$161M

Discretionary

$161M

100% of AUM

Avg account

$518K

Accounts

312

Employees

Advisory reps

Firm details

Headquarters: Victor, New York
CRD number: 334771
Registered since: April 14, 2025
Custodians: DUNHAM
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI68.95%
Individuals25.89%
Charitable Organizations4.5%
Pension & Profit Sharing Plans0.61%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Flfs Advisory LLC is a limited liability company that operates as a non-independent retail registered investment adviser. The firm registered with the SEC in 2025 and is structured as a domestic entity with individual ownership. It positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. The advisory offering combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes a percentage of assets under management, hourly billing, and arrangements that can include performance‑based compensation. Flfs Advisory does not identify as an active ESG investor, is not a multi‑state adviser, and does not provide formal pension consulting or have related adviser arrangements listed.