FLAGSTICK CAPITAL PARTNERS LLC
Firm details
- Headquarters
- NORTH MIAMI, Florida
- CRD number
- 341091
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flagstick Capital Partners LLC is organized as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. Its regulatory/profile entries classify the firm’s business activity as Other Financial Product Salesperson. The firm uses a fee structure that combines a percentage-of-assets model with performance-based fees. Available records do not identify a year of SEC registration, and Flagstick is listed as Unclassified for firm type. It is not flagged as an active ESG investor, is not marked as a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Matthew Dorris
FounderCRD 8232668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH MIAMI, FL
MIAMI DADE
Location
NORTH MIAMI, FL
Headquartered in NORTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2283 Keystone Blvd
- Time zone
- ET (UTC-5)
- Office locations
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