FLEUR-DE-LIS FINANCIAL

FLEUR-DE-LIS FINANCIAL is an SEC-registered investment adviser (CRD 325685). Regulatory assets under management: $12.1M.

Registration

• CRD: 325685
• Type: Registered investment adviser
• Phone: (312) 748-7484
• Latest filing: 2026-01-06
• Regulatory AUM: $12.1M
• Discretionary AUM: $12.1M
• Clients: 2
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search