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Home > Retirement Planners > wyoming > jackson > FLAT ROCK GLOBAL
FLAT ROCK GLOBAL
680 S Cache Street
Suite 100
Jackson, Wyoming 83001
Tel: 307-500-5200
About FLAT ROCK GLOBAL
FLAT ROCK GLOBAL, formally registered with the SEC as FLAT ROCK GLOBAL. The firm was established in 07/10/2017. They have over 1 offices throughout the country.
FLAT ROCK GLOBAL is a Jackson, Wyoming based Financial Planning firm with nearly $833,053,514 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288551 |
| SEC# | 801-110612 |
| Assets Managed by Firm | $833,053,514 |
| No. of Clients | 3 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $833,053,514 |
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