RIA Intel›Advisers›Utah›CASH FLOW INVESTMENT SERVICES LLC

CASH FLOW INVESTMENT SERVICES LLC

Advisory

UT

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in UT
#187
of 249 advisers by AUM
Average account
$398K
across 234 accounts
AUM per adviser
$93M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM
$93M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$93M
Discretionary AUM$93M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CO, NY, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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