FLOWRATE FINANCIAL, LLC

FLOWRATE FINANCIAL, LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 328235). Regulatory assets under management: $8.5M.

Registration

• CRD: 328235
• Type: Registered investment adviser
• Location: 1501 BELLE ISLE AVE, MOUNT PLEASANT, SC, 29464
• Phone: 843-592-5146
• Latest filing: 2026-03-27
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328235 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search