FLAGSTONE FINANCIAL ADVISORS, INC.
CRD 112507
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$84.0M
Discretionary AUM
$84.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.6M |
| High net worth individuals | 25 | $71.0M |
| Charitable organizations | 1 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD