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CRD#: 331871

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for FLATIRON FUND MANAGEMENT LP Comes From

Understanding the Statistics for FLATIRON FUND MANAGEMENT LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
635 Hibiscus Street Suite 611, West Palm Beach, FL 33401
Phone Number
+1 (678) 977-9009
Related websites
https://flatironassets.com/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV
Part 2 Brochures

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at FLATIRON FUND MANAGEMENT LP

CN
AdvisorCheck Check Mark

Chau Ngo

RR
CRD#: 8144512
Location:
Bellevue, WA 98004

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
1 year
Jamie Mittiga Powell
AdvisorCheck Check Mark

Jamie Mittiga Powell

Jamie Mittiga
IAR
RR
CRD#: 1596875
CFP®: Certified Financial Planner
Location:
West Chester, OH 45069

Registered Affiliation(s):CAPITAL ADVISORY SERVICES, LLC

Disclosures:
Experience:
39 years
JB
AdvisorCheck Check Mark

Jefferson Francis Bartley

Jefferson Francis Bartley Jr
PR
CRD#: 5502887
Location:
Los Angeles, CA 90071-1406

Registered Affiliation(s):CAPITAL CLIENT GROUP, INC.

Disclosures:
Experience:
18 years
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