A complete list of active advisors currently associated with D.A. Flowers & Company, LLC
Warmer can help you find a great advisor at D.A. Flowers & Company, LLC or one who fits your needs even better.
D.A. Flowers & Company, LLC provides investment management and personal financial planning on a fee‑only basis, managing $50,010,935 in discretionary assets for 38 clients. Its client base includes individuals as well as pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm typically integrates a year‑long, collaborative planning process with ongoing portfolio management and prepares an Investment Policy Statement for each client. Investment management follows a Modern Portfolio Theory approach using mean‑variance optimization across up to ten asset classes, with an emphasis on diversification, low turnover, cost control and tax efficiency. Noteworthy for a single‑advisor practice, the firm accepts charitable organizations and other institutional account types in addition to individual households. It manages client accounts on a discretionary basis and documents practices through written policies (e.g., IPS, Code of Ethics, personal trading policy) and a custodial relationship with a low‑cost custodian.
To learn more about the advisors currently working at D.A. Flowers & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley, CA
| 23
|
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