Overview
Assets Under Management: $184 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
FLYING POINT FINANCIAL, INC. 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 #107915), FLYING POINT FINANCIAL, INC. is subject to fiduciary duty under federal law.
FLYING POINT FINANCIAL, INC. is headquartered in NORTH ANDOVER, MA.
FLYING POINT FINANCIAL, INC. serves 72 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, FLYING POINT FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FLYING POINT FINANCIAL, INC. manages $184 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, FLYING POINT FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 677
Discretionary Accounts: 654
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 107915
Last Filing Date: 2025-02-04 00:00:00
Website: https://flyingpointfinancial.com