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FLIP FLOPS AND PEARLS FINANCIAL PLANNING

FLIP FLOPS AND PEARLS, LLC

CRD 307738

Visit website

1007 JOHNNIE DODDS BOULEVARD, SUITE 135, MOUNT PLEASANT, SC, 29464, United States

Phone

(843) 329-7545

Fax

Registration

— (—)

Source

State registered

Total AUM

$28.4M

Discretionary AUM

$28.4M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals9$2.7M
High net worth individuals6$25.7M

All web addresses on file

Official SEC filing: View on IAPD