RIA Intel›Advisers›Texas›PORTFOLIO CASHFLOW MANAGEMENT, LLC

PORTFOLIO CASHFLOW MANAGEMENT, LLC

Advisory

LEWISVILLE, TX

Data as of Aug 23, 2011 · Source: SEC Form ADV

Total AUM
$27M
1-Year AUM Growth
-25.1%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingDec 7, 2009
Latest FilingAug 23, 2011
🔒 Full AUM trend chart and 6 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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