Flagpole Capital, LLC

Flagpole Capital, LLC (CRD# 166649) is a financial advisory firm headquartered in , . They manage $30,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $428,571
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Flagpole Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Berry
CRD#: 3168996
Newtown, CT
71
Wealthminder
score

Michael Berry (CRD# 3168996) is an Investment Advisor Representative working at Flagpole Capital, LLC in Newtown, CT and has over 16 years of experience in the finance industry.

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