Unclaimed Profile

Karen Ashley Fleck

RM ADVISER, LLC·LOS ANGELES, California

Clean recordRM ADVISER, LLC

10780 SANTA MONICA BLVD., SUITE 140, LOS ANGELES, CA 90025CRD# 6458536Firm CRD# 283877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Ashley Fleck · LOS ANGELES, CA

Registration

CRD #6458536 · RM ADVISER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RM ADVISER, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RM ADVISER, LLC →

Services

Pension consulting

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

View on FINRA BrokerCheck →

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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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