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FLOWRATE FINANCIAL, LLC
CRD 328235
1501 BELLE ISLE AVE, SUITE 110, MOUNT PLEASANT, SC, 29464, United States
Phone
843-592-5146
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $928K |
| High net worth individuals | 2 | $7.6M |
All web addresses on file
Official SEC filing: View on IAPD