Fleming Financial Advising

Fleming Financial Advising (CRD# 134146) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $56,143,718 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1615 Bonanza Street, Suite 210, Walnut Creek, CA 94596

By the Numbers

Total Assets Under Management

56

MILLION
Total Number of Accounts

138

ACCOUNTS
Average Account Value

$406,839

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Fleming Financial Advising

Showing 1 - 2 of 2 top financial advisors.

Ann M. Fleming

CRD#: 2992721

1615 Bonanza Street, Suite #210, Walnut Creek, CA 94596

Ann Fleming (CRD# 2992721) is an Investment Advisor Representative working at Fleming Financial Advising in Walnut Creek, CA and has 1 year of experience in the finance industry.

Karen Medford

CRD#: 6891034

1615 Bonanza Street, Suite 210, Walnut Creek, CA 94596

Karen Medford (CRD# 6891034) is an Investment Advisor Representative working at Fleming Financial Advising in Walnut Creek, CA and has over 20 years 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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