FLAGSTICK CAPITAL PARTNERS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

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 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

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

1 of 1
  • Matthew Dorris

    FounderCRD 8232668

Wealth teams

FINTRX

Newly hired reps

FINTRX

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