Flagstick Capital Partners LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

Flagstick Capital Partners LLC is a privately held limited liability company whose ownership is listed as individual. The firm focuses its advisory work on financial planning and discretionary portfolio management for individuals and small businesses, and it is also involved in other financial product sales. Public materials classify the adviser as unclassified and indicate it is not positioned as a capital allocator, pension consultant, or related adviser. The firm's compensation combines a percentage-of-assets-under-management component with the potential for performance-based fees. It is not identified as an active ESG investor. State registration is reported in Florida and Virginia.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth