C
CRD: 114360
Cash Flow Investment Services LLC
Ogden, UT
8885721020
$93.2M Total AUM
$93.2M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-1994
- Office Locations
- 1
Office Locations
-- Ogden UT
About Cash Flow Investment Services LLC
Cash Flow Investment Services LLC is a Ogden-based RIA. The firm has been operating for 31 years. Managing $93.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$93.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
29.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Asset Classes
Signal ridge Alpha Prime
Client Personas
Catalyst
Investment Themes
Optima
Investment Vehicles
Delta
Services
Pathway Catalyst insight Wave Eagle Zenith vertex Alpha
Owner & Executives
B
BRETT MICHAEL ALEXANDER
Chief Compliance Officer, Owner
- CRD
- #2641729
- Ownership
- 75% or more
(943) 274-6374
oak.alpha@alphacapital.com
in linkedin.com/in/fusion-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,205,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,205,253 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,205,253
Equity - Exchange:
38.8% Public Funds:
40.0% Cash:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,858,225,676 | 38.8% |
| Public Funds | $1,915,696,573 | 40.0% |
| Cash | $1,015,319,184 | 21.2% |
| Total | $4,789,241,433 | 100.0% |