Unclaimed Profile

Allison K Flume

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas

Clean recordCH INVESTMENT PARTNERS, LLC

3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 4858431Firm CRD# 301481

Profile Verification

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

Identity

Allison K Flume · DALLAS, TX

Registration

CRD #4858431 · CH INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allison K Flume is a registered financial advisor based in DALLAS, Texas, affiliated with CH INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CH INVESTMENT PARTNERS, LLC

AUM

$5.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CH INVESTMENT PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4858431

Firm CRD# 301481

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Frequently Asked Questions

What services does Allison K Flume offer?

Allison K Flume specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Allison K Flume's credentials?

Allison K Flume is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison K Flume located?

Allison K Flume is based in DALLAS, Texas, working with CH INVESTMENT PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Allison K Flume charge for services?

Allison K Flume'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 CH INVESTMENT PARTNERS, LLC?

CH INVESTMENT PARTNERS, LLC has approximately 39 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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