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Building 2FLAGSHIP HARBOR ADVISORS, LLC

Map pinBOSTON, MA
Phone(857) 350-4229
NotebookSEC #801-71997
Total AUM
$3.4B
Employees
61
Clients
7,373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
346 COMMERCIAL STREET
BOSTON
MA 02109
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(857) 350-4229
Other Offices
36

ReceiptFinancials

Total AUM
$3.4B
Accounts
12,815
Discretionary
$3.4B
Accounts
12,815
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,724
AUM
$854.7M
HNW Individual Clients
2,556
AUM
$2.5B
Pension/Profit Sharing Plan Clients
29
AUM
$16.2M
Charitable Organization Clients
27
AUM
$12.7M
Corporation or Business Clients
37
AUM
$12.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACTDCFLGAIDILINKSLAMAMDMEMIMNMONCNENHNJNVNYOHORPARISCTNTXUTVAVTWAWI

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

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