E
CRD: 114269
Ember L. Flack, JD, CFP, CLU, Chfc
Dallas, TX
2143734781
$180.0M Total AUM
$0 Disc. AUM
0.0% 3Y CAGR
3 Employees
40 ADV. Clients
26 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
-- Dallas TX
About Ember L. Flack, JD, CFP, CLU, Chfc
Ember L. Flack, JD, CFP, CLU, Chfc is a Dallas-based RIA. The firm has been operating for 26 years. Managing $180.0M in total assets under management, with 1 advisory representatives. They custody assets with SEI. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$180.0M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
26.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Prime Pathway pioneer
Client Personas
Optima pioneer Unison delta
Investment Themes
Eagle Momentum
Investment Vehicles
Eagle meridian
Services
Vector bridge Zenith legacy Insight Catalyst Peak focus Unison Eagle
Owner & Executives
E
EMBER LOUISE FLACK
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(739) 640-2649
zenith.glacier@primecapital.com
in linkedin.com/in/radial-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $180,000,000 | $4,500,000 |
| Total | $180,000,000 | $4,500,000 |
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Separately Managed Accounts
Total SMA Asset: $180,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,197,980,390 | 100.0% |
| Total | $2,197,980,390 | 100.0% |