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 organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is registered to operate in Florida and Virginia and is owned by an individual proprietor. Its stated business activities include acting as a salesperson for other financial products in addition to advisory work. Fee arrangements include a percentage-of-AUM component and performance-based fees. The firm is not listed as an ESG-focused investor and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Matthew Dorris

    Matthew Dorris

    FounderCRD 8232668

  • Jeremy Fisher

    Managing MemberCRD 8232659

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth