FLATROCK WEALTH PARTNERS LLC
Tel: (949) 687-2615 1301 Dove Street Suite 910 Newport Beach, California 92660
About FLATROCK WEALTH PARTNERS LLC
FLATROCK WEALTH PARTNERS LLC is a Newport Beach, California based financial advisory firm with nearly $115,231,526 in assets under management and provides investment advisory services for 206 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
321777
Firm SEC#:
801-130991
Assets Under Management:
$115,231,526
No. of Clients:
206
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
