$23.2M Total AUM
$23.2M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2015
- Office Locations
- 1
Office Locations
2906 N State Street Suite 207 Jackson MS
About Lefleur Financial
LeFleur Financial is a fee-only fiduciary RIA in Jackson, MS serving business owners, retirees, and high earners with integrated financial and tax planning. Founder Josh Norris (CPA, CFP, CFA) brings deep tax and investment expertise from a prior Ernst & Young career. Portfolios are implemented primarily with public funds and held at Schwab.
Team overview
37 AVG AGE
$23.2M AVG AUM / ADVISOR
$724.2K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Services
Available
Owner & Executives
JOSHUA LEE NORRIS
Managing Member
- CRD
- #6431628
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,173,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,173,895 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing