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Karen Ashley Fleck

RM ADVISER, LLC·LOS ANGELES, California
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10780 SANTA MONICA BLVD., SUITE 140, LOS ANGELES, CA 90025CRD# 6458536Firm CRD# 283877
01

About

Karen Ashley Fleck is a registered financial advisor based in LOS ANGELES, California, affiliated with RM ADVISER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RM ADVISER, LLC
RM ADVISER, LLC
AUM
$175M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RM ADVISER, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSET MANAGEMENT FEES MANAGING REAL ESTATE; DUE DILIGENCE FEES
Regulatory
SEC/IARD CRD# 6458536
Firm CRD# 283877
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Ashley Fleck offer?
Karen Ashley Fleck specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Karen Ashley Fleck's credentials?
Karen Ashley Fleck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Ashley Fleck located?
Karen Ashley Fleck is based in LOS ANGELES, California, working with RM ADVISER, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Karen Ashley Fleck charge for services?
Karen Ashley Fleck's firm is compensated through percentage of aum, performance-based fees, other: asset management fees managing real estate; due diligence fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RM ADVISER, LLC?
RM ADVISER, LLC has approximately 6 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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