LEFLEUR FINANCIAL

Overview

Lefleur Financial is an independent, owner-operated RIA that provides financial planning and portfolio management for individuals, families and small-business owners. The firm charges fees based on a percentage of assets under management and retains discretionary control over client portfolios. Lefleur Financial is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser in the source data. The business lists professional connections to an accountant and a real estate broker, which appear to support its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices