Falists
← Back to search

D.A. FLOWERS & COMPANY, LLC

CRD 149154

Visit website

1400 SHATTUCK AVE STE 5, BERKELEY, CA, 94709-1485, United States

Phone

510-868-2648

Fax

510-868-2681

Registration

— (—)

Source

State registered

Total AUM

$50.0M

Discretionary AUM

$50.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

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

TypeClientsAUM
Individuals34$21.4M
High net worth individuals4$28.6M

All web addresses on file

Official SEC filing: View on IAPD