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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
About Fleschner Investments
Fleschner Investments is a West Palm Beach-based RIA. The firm has been operating for 10 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $816.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on January 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
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Owner & Executives
ANDREW KING FLESCHNER
Chief Compliance Officer, PRINCIPAL
- CRD
- #3226126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,900,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fleschner Investments has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.