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FIRM PROFILE
Overview
FLOURISH FINANCIAL LLC is located at 2 Park Avenue 11th Floor, New York, NY 10016 and was first established at New York, Delaware in 11/03/2017. After operating for 8 years, FLOURISH FINANCIAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FLOURISH FINANCIAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. FLOURISH FINANCIAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FLOURISH FINANCIAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FLOURISH FINANCIAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FLOURISH FINANCIAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FLOURISH FINANCIAL LLC Comes From
Understanding the Statistics for FLOURISH FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2 Park Avenue 11th Floor, New York, NY 10016
2 Park Avenue 11th Floor, New York, NY 10016
Small
(833) 808-5700
Delaware since 11/03/2017
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FLOURISH HOLDING COMPANY LLC | SOLE MEMBER | ||
| CRUIKSHANK, BENJAMIN EVERETT | PRESIDENT | 5682701 | |
| LANE, MAXWELL KEITH | CHIEF EXECUTIVE OFFICER | 6111790 | |
| MURRAY, KATE | CHIEF COMPLIANCE OFFICER, COUNSEL, SECRETARY | 4958654 | |
| RISPOLI, FRANK JOSEPH | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 4364402 |
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Advisor's working at FLOURISH FINANCIAL LLC
Frank Joseph Rispoli
Maxwell Keith Lane
Yvonne Bennett
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