FLEMING FINANCIAL ADVISING

FLEMING FINANCIAL ADVISING of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 134146). Regulatory assets under management: $65.7M.

Registration

• CRD: 134146
• Type: Registered investment adviser
• Location: 1615 BONANZA STREET, WALNUT CREEK, CA, 94596
• Phone: (925) 287-9448
• Latest filing: 2026-03-19
• Regulatory AUM: $65.7M
• Discretionary AUM: $65.7M
• Clients: 2
• Accounts: 144

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search