CRD: 136620
Fleming & Associates, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2005
- Office Locations
- 1
Office Locations
About Fleming & Associates, LLC
Fleming & Associates, LLC is a CFP-led registered investment adviser focused on entrepreneurs and business leaders, including women entrepreneurs, with integrated personal and business financial planning. Services include coaching, spending plans, retirement and estate planning, risk management, business benefits and planning, and ongoing investment management. The firm emphasizes education and accountability across accumulation and distribution, and commonly implements portfolios using ETFs (including via Charles Schwab).
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Investment Themes
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Owner & Executives
JAMIE LEA FLEMING
Certified Financial Planner, PRINCIPAL
- CRD
- #2322013
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,646,443 | -- |
| Non-Discretionary | $11,126,498 | -- |
| Total | $59,772,941 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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