Flagstone Investments LLC is a large advisory firm based in Wichita. It manages $64.69 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.
Flagstone Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Flagstone Investments LLC is $64.69 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Flagstone Investments LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Damon Mark Schimming has been acting as President since 1 Aug 1999. Brad Alan Jantz joined the executive team most recently as the President.
The principal office where Flagstone Investments LLC performs its advisory services is located at 2414 North Woodlawn, Wichita, KS 67220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 316-618-1800 or by fax 316-618-1888. The normal business hours are 8:00 a.m to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.flagstoneinvestments.com.