Fleurus Investment Advisory

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

779 High St, Fairfield, Connecticut, 068...

Phone Number

(203) 919-4980

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 Fleurus Investment Advisory

Fleurus Investment Advisory, LLC is a fee-only independent registered investment advisor based in Weston, CT, offering personalized financial planning and investment management services. The firm focuses on helping clients organize, grow, and protect their assets while serving as a fiduciary, ensuring that clients' interests come first. Fleurus caters to a national clientele with a particular emphasis on the local community, providing comprehensive solutions for retirement planning, tax, insurance, and estate planning. Unlike traditional advisors, Fleurus does not earn commissions, promoting a conflict-free advisory environment.Explore more
Fleurus Investment Advisory's Social MediaPopular SearchesFleurus Investment Advisory LLCDanthuin, BernardInvestment Advisory LLCJeff de ValdiviaRoger, MarcSIC Code 62,628NAICS Code 52,523Show more

Fleurus Investment Advisory Org Chart

PhoneEmail
Jeff de Valdivia, Founder at Fleurus Investment Advisory
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Compare Similar Companies to Fleurus Investment Advisory

Compare insights from companies similar to Fleurus Investment Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fleurus Investment Adviso...

<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
DF
David FlowersFounder & Principal
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fleurus Investment Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fleurus Investment Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fleurus Investment Advisory.

Fleurus Investment Advisory Tech Stack

A closer look at the technologies used by Fleurus Investment Advisory

Fleurus Investment Advisory News & Media

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Frequently Asked Questions Regarding Fleurus Investment Advisory

What is Fleurus Investment Advisory's official website?
Fleurus Investment Advisory's official website is www.fleurus-ia.com
What is Fleurus Investment Advisory's Revenue?
Fleurus Investment Advisory's revenue is <$5 Million
What is Fleurus Investment Advisory's SIC code?
Fleurus Investment Advisory's SIC: 62,628
What is Fleurus Investment Advisory's NAICS code?
Fleurus Investment Advisory's NAICS: 52,523
How many employees does Fleurus Investment Advisory have?
Fleurus Investment Advisory has 1-10 employees
What industry does Fleurus Investment Advisory belong to?
Fleurus Investment Advisory is in the industry of: Finance, Securities Trading
What is Fleurus Investment Advisory competition?
Fleurus Investment Advisory top competitors include: Rall Capital Management, Trinity Wealth Management, Olympic Financial Advisors, Sherwood Investment Services
What technology does Fleurus Investment Advisory use?
Some of the popular technologies that Fleurus Investment Advisory uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Fleurus Investment Advisory?
Fleurus Investment Advisory contact info: Phone number: (203) 919-4980 Website: www.fleurus-ia.com
What does Fleurus Investment Advisory do?

Fleurus Investment Advisory, LLC is a fee-only independent registered investment advisor based in Weston, CT, offering personalized financial planning and investment management services. The firm focuses on helping clients organize, grow, and protect their assets while serving as a fiduciary, ensuring that clients' interests come first. Fleurus cat... ers to a national clientele with a particular emphasis on the local community, providing comprehensive solutions for retirement planning, tax, insurance, and estate planning. Unlike traditional advisors, Fleurus does not earn commissions, promoting a conflict-free advisory environment.Read More

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

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