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Building 2FLATROCK WEALTH PARTNERS LLC

Map pinNEWPORT BEACH, CA
Phone(949) 687-2615
NotebookSEC #801-130991
Total AUM
$417.6M
Employees
5
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 DOVE STREET
SUITE 910
NEWPORT BEACH
CA 92660
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
(949) 687-2615

ReceiptFinancials

Total AUM
$417.6M
Accounts
438
Discretionary
$397M
Accounts
384
Non-Discretionary
$20.6M
Accounts
54

ContactClients

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HNW Individual Clients
73
AUM
$417.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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