Flores Bayne LLC
RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$443K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312216
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.86%
- Individuals15.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flores Bayne LLC is a small, individually owned limited liability advisory firm that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not describe itself as a capital allocator or pension consultant in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds74%
- Cash & Cash Equivalents11%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities1%
Contacts
1 of 1Nidia Flores
Founder & CCOCRD 5544439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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