FLAGSTONE FINANCIAL MANAGEMENT, LLC
Firm details
- Headquarters
- LINCOLN, Nebraska
- CRD number
- 285484
- Registered since
- November 28, 2016
- Website
- www.flagstonefm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.18%
- Individuals17.98%
- Charitable Organizations3.39%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Flagstone Financial Management, LLC is an independent RIA organized as an LLC and registered with the SEC since 2016. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across retail and business/institutional mandates. Its published advisory activities also include pension consulting. Fee arrangements include assets-under-management charges as well as hourly and fixed-fee engagements. Flagstone does not position itself as a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
3 of 9STEPHANIE TREDWAY
Operations ManagerCRD 5452046
BRENDA ZITEK
Senior Client Service AssociateCRD 5543510
DANIEL CLARE
Lead Wealth AdvisorCRD 6701675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$462M in ETFs
55%
$256M
45%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $109M | 1,531,004 | 23.48% |
Location
LINCOLN, NE
LANCASTER
Location
LINCOLN, NE
Headquartered in LINCOLN, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- LANCASTER
- Address
- 5801 Hidcote Dr
- Time zone
- CT (UTC-6)
- Office locations
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