Flaharty Asset Management, LLC

Flaharty Asset Management, LLC (CRD# 168495) is a financial advisory firm headquartered in Clearwater, FL. They manage $761,160,791 in 2,006 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
311 Park Place Blvd., Suite 150, Clearwater, FL 33759
https://www.facebook.com/flahartyllc/
By the Numbers
  • Total Assets Under Management
    761
    MILLION
  • Total Number of Accounts
    2,006
    ACCOUNTS
  • Average Account Value
    $379,442
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, MD, MI, NC, NY, OH, PA, RI, SC, TN, TX, VA

Financial Advisors at Flaharty Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Demski, financial advisor Clearwater FL
Michael V. Demski
CRD#: 6535223
311 Park Place Blvd., Suite 150, Clearwater, FL 33759

Michael Demski (CRD# 6535223) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Clearwater, FL and has over 8 years of experience in the finance industry.

2
Mathew Lepak, financial advisor Punta Gorda FL
Mathew C. Lepak
CRD#: 2606121
1107 W. Marion Avenue, Suite 112, Punta Gorda, FL 33950

Mathew Lepak (CRD# 2606121) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Punta Gorda, FL and has over 11 years of experience in the finance industry.

3
John Orr, financial advisor Clearwater FL
John H. Orr
CRD#: 5642020
311 Park Place Blvd., Suite 150, Clearwater, FL 33759

John Orr (CRD# 5642020) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Clearwater, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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