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Cristina Montiel

FLOW FOCUS LLC·MIAMI, Florida
Series 65Clean record6 years registeredFLOW FOCUS LLC
3050 BISCAYNE BOULEVARD, MIAMI, FL 33137CRD# 7172328Firm CRD# 306849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cristina Montiel · MIAMI, FL
Registration
CRD #7172328 · FLOW FOCUS LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

THE ATLAS FINANCIAL GROUP
Jul 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 7, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FLOW FOCUS LLC
CRD 306849 · SEC 801-128415
AUM
$188M
Regulatory assets under management
Employees
3
66 client accounts
Services offered by FLOW FOCUS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FLOW FOCUS LLC →
Introduction

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05

Frequently Asked Questions

What services does Cristina Montiel offer?
Cristina Montiel specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Cristina Montiel's credentials?
Cristina Montiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristina Montiel located?
Cristina Montiel is based in MIAMI, Florida, working with FLOW FOCUS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Cristina Montiel charge for services?
Cristina Montiel's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLOW FOCUS LLC?
FLOW FOCUS LLC has approximately 3 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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