Overview
Assets Under Management: $184 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
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