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FLUENT FINANCIAL, LLC
CRD 170041 · SEC 801-78976
14800 LANDMARK BLVD., SUITE 848, DALLAS, TX, 75254, United States
Phone
972-852-4800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.7M
Discretionary AUM
$329.7M
Team
9 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $211.6M |
| High net worth individuals | 87 | $112.2M |
| Pension/profit sharing plans | 9 | $5.9M |
States served
LA, NM, TX
All web addresses on file
Official SEC filing: View on IAPD