Overview
Assets Under Management: $3.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 2,419
Average Client Assets: $873,667
Frequently Asked Questions
FLAGSHIP HARBOR ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155733), FLAGSHIP HARBOR ADVISORS, LLC is subject to fiduciary duty under federal law.
FLAGSHIP HARBOR ADVISORS, LLC is headquartered in BOSTON, MA.
FLAGSHIP HARBOR ADVISORS, LLC serves 2,419 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, FLAGSHIP HARBOR ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FLAGSHIP HARBOR ADVISORS, LLC manages $3.0 billion in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, FLAGSHIP HARBOR ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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: 2031810
Last Filing Date: 2025-12-03 15:23:55
Website: 36