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FLORES WEALTH PLANNING, LLC

CRD 173706

Visit website

48 WALL STREET, SUITE 1100, NEW YORK, NY, 10005, United States

Phone

917-740-3898

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.0M

Discretionary AUM

$3.0M

Team

1 total employees; 1 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETAINER FEE

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals9$3.0M

All web addresses on file

Official SEC filing: View on IAPD