Assets Under Management
$297.1M
Number of Clients
432
Number of Advisors
3
Average Client AUM
$688K
AUM per Advisor
$99.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fluent Financial provides asset management, comprehensive portfolio management, financial planning & consulting, and pension consulting services to individuals, families, and businesses. They focus on building client relationships and understanding financial goals while being sensitive to risk tolerance and time horizons.
14800 Landmark Blvd., Suite 848, Dallas, TX, 75254