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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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