Flagstar Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $784M in regulatory assets under management, 37 employees, 12 offices, and 1,123 accounts.
Assets Under Management
$784M
Employees
37
Offices
12 offices
Total Clients
1,123
Primary office
NEW YORK, NY
1400 BROADWAY, 16TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
666
2
HNWI
30.1%
338
3
Pension Plans
6.1%
68
4
Corporations
3.3%
37
5
Charitable
1.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$784Mas of March 27, 2026
Discretionary100.0%
$784M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$784M
Total Accounts1,123
10Y AUM Change+$352M (+81.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee30:1
10Y Employee Change-6 (-14.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.