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FLEMING FINANCIAL ADVISING
FLEMING, ANN MURIEL
CRD 134146
1615 BONANZA STREET, SUITE 210, WALNUT CREEK, CA, 94596, United States
Phone
(925) 287-9448
Fax
(925) 705-7486
Registration
— (—)
Source
State registered
Total AUM
$65.7M
Discretionary AUM
$65.7M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $8.0M |
| High net worth individuals | 22 | $57.8M |
Official SEC filing: View on IAPD