FLUENT WEALTH PARTNERS, LLC

FLUENT WEALTH PARTNERS
SAN JOSE, California·3 registered advisors·CRD# 147512
SEC# 801-69352408-260-3109
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FLUENT WEALTH PARTNERS, LLC

3 registered advisors
Robert L Manganaro
SAN JOSE, California
Thomas Francis Ford
SAN JOSE, California
Thomas Hsin Lo
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. FLUENT WEALTH PARTNERS, LLC (CRD# 147512) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.