Flagstick Capital Partners LLC
Firm details
- Headquarters
- North Miami, Florida
- CRD number
- 341091
- Website
- flag-stick.com
- 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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Matthew Dorris
FounderCRD 8232668
Jeremy Fisher
Managing MemberCRD 8232659
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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