Federico Flom
Methodica Investment Management · Aventura, Florida
Federico Flom is a fee-only financial advisor at Methodica Investment Management in Aventura, Florida. Methodica Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Methodica Investment Management |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.3M across 77 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6799104 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Federico's firm compares
- Methodica Investment Management's average account is about $368,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Federico
Is Federico Flom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Federico holds no broker registration, and Methodica Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Federico charge for financial advice?
Federico's firm, Methodica Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Federico Flom based?
Federico Flom is based in Aventura, Florida.
Is Federico Flom registered with the SEC?
Yes. Federico Flom is registered as an investment adviser representative in FL (CRD 6799104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Methodica Investment Management manage?
Methodica Investment Management reports $28.3M across 77 accounts in assets under management.
How do I contact Federico Flom?
Contact details aren't on file yet. Search for Methodica Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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