Unclaimed Profile

Allison K Flume

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas

Series 3, Series 7, Series 65, Series 6613 years registeredCH 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 · 13 years registered

Brand Profile

Not yet started

Career History

ANGELES FAMILY OFFICE

Jun 2026 – present

CROW HOLDINGS CAPITAL

Oct 2012 – Nov 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 65

Series 66

Registration record

First registered · October 3, 2012

Years registered · 13

Disclosure History

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CH INVESTMENT PARTNERS, LLC

CRD 301481 · SEC 801-117353

AUM

$5.1B

Regulatory assets under management

Employees

1,146 client accounts

Services offered by CH INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CH INVESTMENT PARTNERS, LLC →

Introduction

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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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