1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FLAGSHIP PRIVATE WEALTH

Map pinWOBURN, MA
Phone(781) 756-0090
NotebookSEC #801-108301
Total AUM
$447.2M
Employees
4
Clients
601

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 TRADE CENTER - SUITE 4990
WOBURN
MA 01801
United States
Operating Hours
9-5
Monday - Friday
Phone
(781) 756-0090

ReceiptFinancials

Total AUM
$447.2M
Accounts
1,050
Discretionary
$446.2M
Accounts
1,048
Non-Discretionary
$1M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
328
AUM
$84.5M
HNW Individual Clients
269
AUM
$350.3M
Charitable Organization Clients
3
AUM
$642.2K
Corporation or Business Clients
1
AUM
$11.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMENHNYPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account