F
CRD: 134146
Fleming Financial Advising
Walnut Creek, CA, 94596
9252879448
$65.7M Total AUM
$65.7M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2000
- Office Locations
- 1
Office Locations
1615 Bonanza Street Suite #210 Walnut Creek CA
About Fleming Financial Advising
Fleming Financial Advising is a Walnut Creek-based RIA. The firm has been operating for 26 years. Managing $65.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$32.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Investment Themes
Beacon Harbor insight
Investment Vehicles
Pathway
Services
Foundation Summit radial Eagle momentum Crest value
Owner & Executives
A
Ann Muriel Fleming
Investment Advisor
- CRD
- #2992721
- Ownership
- 75% or more
(225) 319-4659
timber.legacy@vectorcapital.com
in linkedin.com/in/focus-vital
Showing 1 of 1 owners & executives
Unlock allContacts
Karen Medford
Financial Advisor
- CRD
- #6891034
(738) 553-1300
unison.glacier@horizoncapital.com
in linkedin.com/in/meridian-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,726,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,726,053 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,726,053
Public Funds:
15.0% U.S. Government/Agency:
14.7% Cash:
20.4% Equity - Exchange:
5.8% Corporate - Investment Grade:
22.2% Municipal Bonds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,252,292,084 | 15.0% |
| U.S. Government/Agency | $1,227,246,243 | 14.7% |
| Cash | $1,703,117,235 | 20.4% |
| Equity - Exchange | $484,219,606 | 5.8% |
| Corporate - Investment Grade | $1,853,392,285 | 22.2% |
| Municipal Bonds | $1,828,346,442 | 21.9% |
| Total | $8,348,613,895 | 100.0% |