Flagstone Financial Advisors, Inc.
Flagstone Financial Advisors, Inc. (CRD# 112507) is a financial advisory firm headquartered in Basalt, CO. They manage $67,522,959 in 206 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Flagstone Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$327,781
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, TX
Financial Advisors at Flagstone Financial Advisors, Inc.
1
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry.
2
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.
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