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CRD#: 331871
RIA
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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
Total
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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
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
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Advisor's working at FLATIRON FUND MANAGEMENT LP
Jose David Lozano
PR
CRD#: 7669363
Location:
Winter Park, FL 32789
Company:
STONEX FINANCIAL INC.
Disclosures:
Experience:
2 years
Augustine Hong
IAR
CRD#: 1990434
Location:
Bradenton, FL 34202
Company:
HIGHTOWER ADVISORS, LLC
Disclosures:
Experience:
36 years
Ellen Reese Brasee
IAR
CRD#: 3058868
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
27 years
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