Overview
Assets Under Management: $1.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 543
Average Client Assets: $1 million
Frequently Asked Questions
FLAGSTAR ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104233), FLAGSTAR ADVISORS, INC. is subject to fiduciary duty under federal law.
FLAGSTAR ADVISORS, INC. is headquartered in NEW YORK, NY.
FLAGSTAR ADVISORS, INC. serves 543 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, FLAGSTAR ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FLAGSTAR ADVISORS, INC. manages $1.2 billion in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, FLAGSTAR ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 543
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,571
Discretionary Accounts: 1,571
Regulatory Filings
CRD Number: 104233
Filing ID: 2027721
Last Filing Date: 2025-11-14 13:50:38
Website: 17