$45.9M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima waveVector
- Established Date
- 08-13-2014
- Office Locations
- 1
Office Locations
-- Weston CT
About Fleurus Investment Advisory, LLC
Fleurus Investment Advisory, LLC is a fee-only, independent RIA providing fiduciary financial planning (including retirement) and ongoing investment management for clients nationwide, with a particular focus on the French-speaking community. Portfolios are built around client risk/return goals and monitored on an ongoing basis. The firm does not earn commissions and custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$45.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Focus momentum Vertex wave
Custodian
Radial prime Vector bridge
Investment Themes
Crest eagle Vital vital
Investment Vehicles
Catalyst meridian
Services
Meridian glacier Eagle Zenith timber Signal Insight frontier Delta Catalyst Eagle matrix Frontier signal
Technology
Timber Momentum
Owner & Executives
J
JEAN-FRANCIS LOPEZ DE VALDIVIA
Chief Compliance Officer, Managing Member
- CRD
- #1895346
- Ownership
- 75% or more
(474) 960-6514
insight.catalyst@matrixcapital.com
in linkedin.com/in/legacy-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,030,000 | -- |
| Non-Discretionary | $900,000 | -- |
| Total | $45,930,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,930,000
Public Funds:
12.1% U.S. Government/Agency:
27.7% Equity - Exchange:
36.3% Cash:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $470,693,033 | 12.1% |
| U.S. Government/Agency | $1,077,536,943 | 27.7% |
| Equity - Exchange | $1,412,079,098 | 36.3% |
| Cash | $929,715,990 | 23.9% |
| Total | $3,890,025,064 | 100.0% |