Flaharty Asset Management
Investment Management • 
Clearwater, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 311 Park Place Boulevard, Suite 150, Clearwater, FL 33759, US |
| Phone number | +18887837775 |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory, Exchange Traded Funds, Institutional Asset Management, Certified Financial Planner, Chartered Financial Analyst, 401K Fiduciary, 401K Retirement Plans |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Key Contact at Flaharty Asset Management
Madison Hauenstein
Creative Director
Flaharty Asset Management Email Formats
Flaharty Asset Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@flahartyllc.com), used 88.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@flahartyllc.com | 88.2% |
{first name}{last name} | johndoe@flahartyllc.com | 5.9% |
{last name}{last name} | doedoe@flahartyllc.com | 5.9% |
About Flaharty Asset Management
We specialize in serving a limited number of affluent individuals and their families. Our practice strives to anticipate needs, exceed expectations and simplify lives. We rely on a few simple yet powerful core beliefs that are essential to providing long term solutions for our clients. Flaharty Asset Management is committed to these core beliefs and their implementation in each client experience. Affluent individuals have unique financial issues that require sophisticated, interactive strategies. Our way of doing business combines both the personalized touch of a Private Family Management office with the strength and resources of perhaps the most trusted name in the financial services industry today, LPL Financial. Working under the LPL Financial umbrella provides an open architecture which allows us to concentrate on an advisory-based relationship rather than a limited selection of products and furthers our value proposition for our clients. Securities offered through LPL Financial, Member SIPC, www.SIPC.org. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Flaharty Asset Management is registered to conduct business, please visit www.flahartyllc.com.
Flaharty Asset Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $188,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Flaharty Asset Management has 9 employees across 6 departments.
Departments
Number of employees
Funding Data
Flaharty Asset Management has never raised funding before.
Flaharty Asset Management Tech Stack
Discover the technologies and tools that power Flaharty Asset Management's digital infrastructure, from frameworks to analytics platforms.
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Security
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Miscellaneous
United Arab Emirates
United Kingdom
Canada
Spain
Frequently asked questions
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