Flores Wealth Planning, LLC

Flores Wealth Planning, LLC (CRD# 173706) is a financial advisory firm headquartered in New York, NY. They manage $2,314,096 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

48 Wall Street, Suite 1100, New York, NY 10005

http://www.floreswealthplanning.com

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

9

ACCOUNTS
Average Account Value

$257,122

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

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
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

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

Financial Advisors at Flores Wealth Planning, LLC

Showing 1 - 1 of 1 top financial advisors.

Arthur Flores

CRD#: 2495459

800 Third Avenue #2800, New York, NY 10022

Arthur Flores (CRD# 2495459) is an Investment Advisor Representative working at Flores Wealth Planning, LLC in New York, NY and has over 15 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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