$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2022
- Office Locations
- 1
Office Locations
-- Henrico VA
About Flatiron Wealth Advisors, LLC
Flatiron Wealth Advisors, LLC is an independent RIA providing financial planning, tax planning and preparation, and investment management for business owners, veterinary/health care professionals, and employees with equity compensation. Investment implementation is primarily ETF-based, with client accounts supported on platforms such as Altruist and Charles Schwab.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$297.1K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN M TROJAN
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #5048379
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,673,762 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,673,762 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing