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FLFS ADVISORY LLC
CRD 334771 · SEC 801-132387
29 LASALLE PARKWAY, VICTOR, NY, 14564, United States
Phone
585-586-2600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.5M
Discretionary AUM
$161.5M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $41.8M |
| High net worth individuals | 35 | $111.4M |
| Pension/profit sharing plans | 1 | $983K |
| Charitable organizations | 7 | $7.3M |
| Corporations/business entities | 1 | $84K |
States served
NY, NH
All web addresses on file
Official SEC filing: View on IAPD