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Fluent Financial, LLC

● SEC registered since 2014CRD 170041SEC# 801-78976Dallas, TX
Export (members)
Reg. AUM
$297.1M
Employees
9
Accounts
1,047
Location
Dallas, TX

Fluent Financial, LLC assets under management

Fluent Financial, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2014. It reports $297.1 million in regulatory assets under management and employs 9 people.
www.facebook.com/fluentfinancialdallasView on SEC.gov ↗

Fluent Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Thomas PenceDirector Of OperationsUnder 5%2024
Mitchell Steven Kramer ControlManaging Member/ Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Fluent Financial, LLC manage?

Fluent Financial, LLC reports $297.1 million in regulatory assets under management on its Form ADV.

How many employees does Fluent Financial, LLC have?

Fluent Financial, LLC reports 9 employees.

Where is Fluent Financial, LLC located?

Fluent Financial, LLC is based in Dallas, TX and has been SEC-registered since 2014.

Does Fluent Financial, LLC disclose fund performance?

Fluent Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14800 Landmark Blvd., Suite 848, Dallas, TX 75254
Phone972-852-4800
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1722283
Discloses disciplinary historyNo

Assets under management

Discretionary$297.1M
Non-discretionary$0
Total (RAUM)$297.1M