Allison K Flume
Investment adviser representative at Angeles Family Office
14 yearsExperience
2 statesRegistered in
$182MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Angeles Family OfficeFeb 2026 to now
- Self EmployedJun 2021 to Jan 2026
- UnemployedMay 2021 to May 2021
- Ch Investment PartnersAug 2012 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Angeles Family Office
Legal name: Angeles Family Office, LLC
$182MAssets managed
23Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4858431
- Firm CRD
- 338266