Claim Profile
JF

James Moncure Flexner

AVEGO MANAGEMENT, LLC·ALPHARETTA, Georgia
Unclaimed Profile
100 NORTH MAIN STREET, ALPHARETTA, GA 30009CRD# 5906096Firm CRD# 310520
01

About

James Moncure Flexner is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with AVEGO MANAGEMENT, 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
AVEGO MANAGEMENT, LLC
AVEGO MANAGEMENT, LLC
AUM
$861M
Regulatory assets under management
Employees
17
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5906096
Firm CRD# 310520
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Moncure Flexner offer?
James Moncure Flexner specializes in Retirement Planning. Contact their office in ALPHARETTA, Georgia for a consultation.
What are James Moncure Flexner's credentials?
James Moncure Flexner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Moncure Flexner located?
James Moncure Flexner is based in ALPHARETTA, Georgia, working with AVEGO MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does James Moncure Flexner charge for services?
James Moncure Flexner's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVEGO MANAGEMENT, LLC?
AVEGO MANAGEMENT, LLC has approximately 17 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty