PROFLEX FINANCE

PROFLEX FINANCE of LOS GATOS, CA is an SEC-registered investment adviser (CRD 334262). Regulatory assets under management: $23.4M.

Registration

• CRD: 334262
• Type: Registered investment adviser
• Location: 15732 LOS GATOS BLVD, LOS GATOS, CA, 95032
• Phone: (408) 202-0912
• Latest filing: 2026-03-16
• Regulatory AUM: $23.4M
• Discretionary AUM: $23.4M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search