F
CRD: 312216
Flores Bayne LLC
Mebane, NC
9193358483
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-2021
- Office Locations
- 1
Office Locations
-- Mebane NC
About Flores Bayne LLC
Flores Bayne LLC is a Mebane-based RIA. The firm has been operating for 5 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex
Investment Themes
Eagle Optima Oak
Investment Vehicles
Bridge
Services
Ember timber Pathway eagle Zenith element Pioneer prime Glacier wave Meridian
Owner & Executives
N
NIDIA MARLENE FLORES
Chief Compliance Officer, FOUNDER
- CRD
- #5544439
- Ownership
- 75% or more
(789) 356-9337
timber.element@pathwaycapital.com
in linkedin.com/in/oak-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,850,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,850,949 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,850,949
Public Funds:
9.8% Cash:
14.2% Equity - Exchange:
28.0% Corporate - Investment Grade:
27.4% Equity - OTC:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $419,957,633 | 9.8% |
| Cash | $608,510,040 | 14.2% |
| Equity - Exchange | $1,199,878,952 | 28.0% |
| Corporate - Investment Grade | $1,174,167,261 | 27.4% |
| Equity - OTC | $882,768,087 | 20.6% |
| Total | $4,285,281,973 | 100.0% |