Fleming and Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

350 10th Ave Ste 1000, San Diego, Califo...

Phone Number

(619) 839-9136

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Fleming and Associates

Fleming & Associates is a CERTIFIED FINANCIAL PLANNER firm specializing in financial management for entrepreneurs and business leaders. They provide tailored services such as financial coaching, risk assessment, retirement planning, and asset management, focusing on both personal and business finances. Their goal is to empower clients to gain control over their financial lives, ensuring lasting financial success and security. With over 30 years of industry experience, they prioritize personalized service to help their clients make informed financial decisions.Explore more
Fleming and Associates's Social MediaPopular SearchesFleming and Associates LLCFleming & Associates LLCFleming & Associates IncFlemingAssociatesJvs Flemming and Associates LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fleming and Associates

<$5M
1-10
Private
<$5M
2003
N/A
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fleming and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fleming and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fleming and Associates.

Fleming and Associates financials insights

Gather financial insights about Fleming and Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$31K

See All Fleming and Associates's Financials Insights

Fleming and Associates Tech Stack

A closer look at the technologies used by Fleming and Associates

Fleming and Associates News & Media

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Frequently Asked Questions Regarding Fleming and Associates

What is Fleming and Associates's official website?
Fleming and Associates's official website is www.flemingandassociatesllc.com
What is Fleming and Associates's Revenue?
Fleming and Associates's revenue is <$5 Million
What is Fleming and Associates's SIC code?
Fleming and Associates's SIC: 62,628
What is Fleming and Associates's NAICS code?
Fleming and Associates's NAICS: 52,523
How many employees does Fleming and Associates have?
Fleming and Associates has 1-10 employees
What industry does Fleming and Associates belong to?
Fleming and Associates is in the industry of: Finance, Securities Trading
What is Fleming and Associates competition?
Fleming and Associates top competitors include: Bayntree Wealth Advisors, Stockade Wealth Management, Hokin Investment Advisors, Focus Financial Network
What technology does Fleming and Associates use?
Some of the popular technologies that Fleming and Associates uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Fleming and Associates?
Fleming and Associates contact info: Phone number: (619) 839-9136 Website: www.flemingandassociatesllc.com
What does Fleming and Associates do?

Fleming & Associates is a CERTIFIED FINANCIAL PLANNER firm specializing in financial management for entrepreneurs and business leaders. They provide tailored services such as financial coaching, risk assessment, retirement planning, and asset management, focusing on both personal and business finances. Their goal is to empower clients to gain contr... ol over their financial lives, ensuring lasting financial success and security. With over 30 years of industry experience, they prioritize personalized service to help their clients make informed financial decisions.Read More

What are Fleming and Associates social media links?
Fleming and Associates Linkedin page Fleming and Associates Facebook page
Is Fleming and Associates a public company?
Fleming and Associates is private company therefore does not currently have an official ticker symbol
See more information about Fleming and Associates

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