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FINANCIAL LIFESTYLE MANAGEMENT
FLM FINANCIAL LIFESTYLE MANAGEMENT LLC
CRD 127138
3101 JOE RAMSEY BLVD. SUITE#107, GREENVILLE, TX, 75401, United States
Phone
903-455-1041
Fax
903-455-1042
Registration
— (—)
Source
State registered
Total AUM
$31.1M
Discretionary AUM
$31.1M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $19.7M |
| High net worth individuals | 17 | $11.0M |
| Charitable organizations | 1 | $376K |
All web addresses on file
Official SEC filing: View on IAPD