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Building 2FLYING POINT FINANCIAL, INC.

Map pinNORTH ANDOVER, MA
Phone(978) 975-3000
NotebookSEC #801-95168
Total AUM
$206.7M
Employees
4
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
855 TURNPIKE STREET
NORTH ANDOVER
MA 01845
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(978) 975-3000
Other Offices
3

ReceiptFinancials

Total AUM
$206.7M
Accounts
610
Discretionary
$201.1M
Accounts
592
Non-Discretionary
$5.7M
Accounts
18

ContactClients

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Individual Clients
112
AUM
$40.9M
HNW Individual Clients
79
AUM
$162.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHSC

HandshakeAffiliates

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

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