FLOHR ASSET MANAGEMENT, LLC

C17
CRD 159282·SEABECK, WA
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLOHR ASSET MANAGEMENT, LLC
CRD
159282
SEC file #
EIN
000000000
DBA names
Flohr Asset Management, Llc

Economics

AUM
AUM band
AUM trajectory
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
Primary office
SEABECK WA
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
1
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLOHR, JEFF, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FLOHR, JEFF, EDWARD
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001768719
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2019-02-21
Edgar Last Filing Date
2023-02-21
Edgar Form D Count
4
Edgar Form D Offerings
2023-02-212023-02-21 · 0001768719-23-000001
2022-03-112022-03-11 · 0001768719-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
PO BOX 962BELLEVUE, WA 98009
Business
19788 NW HOOD POINT RDSEABECK, WA 98380
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-02-21 · 0001768719-23-000001
D2022-03-11 · 0001768719-22-000002
Top Owner CRD
2151276