F
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2025
- Office Locations
- 2
Office Locations
1 Pine Grove Court Westhampton NY
-- Westhampton NY
About Flexincome Fund
Flexincome Fund is a Westhampton-based RIA with 2 offices. The firm has been operating for 0 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
G
Griffin Schulz
Chief Compliance Officer, Owner
- CRD
- #8134010
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SALVATORE LAWRENCE BALDASSANO
Chief Financial Officer
- CRD
- #4500726
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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