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PROFLEX FINANCE
PROFLEX FINANCE LLC
CRD 334262
15732 LOS GATOS BLVD, SUITE 3036, LOS GATOS, CA, 95032, United States
Phone
(408) 202-0912
Fax
NA
Registration
— (—)
Source
State registered
Total AUM
$23.4M
Discretionary AUM
$23.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $12.1M |
| High net worth individuals | 5 | $9.6M |
| Pooled investment vehicles | 1 | $932K |
| Corporations/business entities | 3 | $727K |
All web addresses on file
Official SEC filing: View on IAPD