Cash Flow Investment Services LLC

Cash Flow Investment Services LLC (CRD# 114360) is a financial advisory firm headquartered in Ogden, UT. They manage $89,700,055 in 230 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
P.o. Box 708, Ogden, UT 84402
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $390,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, UT

Financial Advisors at Cash Flow Investment Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett Alexander, financial advisor Ogden UT
Brett M. Alexander
CRD#: 2641729
Ogden, UT

Brett Alexander (CRD# 2641729) is an Investment Advisor Representative working at Cash Flow Investment Services LLC in Ogden, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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