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Building 2FLAGSTONE FINANCIAL MANAGEMENT, LLC

Map pinLINCOLN, NE
Phone402-413-0440
NotebookSEC #801-108722
Total AUM
$467.8M
Employees
11
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5801 HIDCOTE DR. STE 100
LINCOLN
NE 68516
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
402-413-0440

ReceiptFinancials

Total AUM
$467.8M
Accounts
353
Discretionary
$467.8M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$84.1M
HNW Individual Clients
126
AUM
$365.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
5
AUM
$15.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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