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Building 2FLAGSHIP WEALTH ADVISORS, LLC.

Map pinWAKEFIELD, MA
Phone800-631-9997
NotebookSEC #801-112001
Total AUM
$748.6M
Employees
7
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EDGEWATER PLACE
SUITE 400
WAKEFIELD
MA 01880
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
800-631-9997

ReceiptFinancials

Total AUM
$748.6M
Accounts
765
Discretionary
$732.2M
Accounts
678
Non-Discretionary
$16.4M
Accounts
87

ContactClients

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Individual Clients
261
AUM
$75.5M
HNW Individual Clients
217
AUM
$668.7M
Pension/Profit Sharing Plan Clients
4
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAMAMENHNJNYRITXVT

HandshakeAffiliates

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

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