Overview
Assets Under Management: $3.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 2,419
Average Client Assets: $873,667
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2,419
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.25
Average High-Net-Worth Client Assets: $873,667
Total Client Accounts: 13,382
Discretionary Accounts: 13,382
Regulatory Filings
CRD Number: 155733
Filing ID: 2011303
Last Filing Date: 2025-08-25 09:33:00
Website: https://flagshipharbor.com