Fleurus Investment Advisory, LLC

Fleurus Investment Advisory, LLC (CRD# 172257) is a financial advisory firm headquartered in , . They manage $6,300,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $420,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, NY

Financial Advisors at Fleurus Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jean-francis Lopez De Valdivia
CRD#: 1895346
Fairfield, CT
90
Wealthminder
score

Jean-francis Lopez De Valdivia (CRD# 1895346) is an Investment Advisor Representative working at Fleurus Investment Advisory, LLC in Fairfield, CT and has 1 year of experience in the finance industry.

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