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⚲
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| Flagstar Advisors Inc
✚
| |
|---|---|
| CRD # | 104233 |
| SEC # | 801-67767 |
| CIK # | 0001117233 |
| AUM | $966.7 MM (2024-08-09) |
| Employees | 49 (100% Investors, 92% Brokers) |
| Phone | 646-822-1475 |
| Address | 1400 Broadway New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 4.1 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,135 | 349.4 |
| (b) Individuals (high net worth individuals) | 347 | 496.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 37.0 |
| (h) Charitable organizations | 15 | 30.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 39 | 53.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,588 | 966.7 |
| By Discretionary | ||
| Discretionary | 1,588 | 966.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,588 | 966.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 963.0 | |
| Total | 1,588 | 966.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001117233] |
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