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
Cash Flow Investment Services LLC
By the Numbers
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Total Assets Under Management90MILLION
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Total Number of Accounts230ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, UT
Financial Advisors at Cash Flow Investment Services LLC
1
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.
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