D.a. Flowers & Company, LLC

D.a. Flowers & Company, LLC (CRD# 149154) is a financial advisory firm headquartered in Berkeley, CA. They manage $17,798,646 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $167,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at D.a. Flowers & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David A. Flowers
CRD#: 2559221
2213 5th Street, Berkeley, CA 94710
93
Wealthminder
score

David Flowers (CRD# 2559221) is an Investment Advisor Representative working at D.a. Flowers & Company, LLC in Berkeley, CA and has over 21 years of experience in the finance industry.

2
Jennifer C. Schwartz
CRD#: 5875483
2213 5th Street, Berkeley, CA 94710
90
Wealthminder
score

Jennifer Schwartz (CRD# 5875483) is an Investment Advisor Representative working at D.a. Flowers & Company, LLC in Berkeley, CA and has over 3 years of experience in the finance industry.

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