Flagship Harbor Advisors, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155733
- Registered since
- December 8, 2010
- Website
- www.flagshipharbor.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.81%
- Individuals24.99%
- Pension & Profit Sharing Plans0.47%
- Charitable Organizations0.37%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Flagship Harbor Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and in business since 2010. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, plus selection of other advisers and educational seminars or workshops. The firm bills clients through a mix of percentage-of-AUM fees and non‑asset-based arrangements, including hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities20%
- US Government Bonds1%
- State & Local Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 5
Gregory Munroe
Founder & CEOCRD 2282929
David Kaufman
CEO and FounderCRD 1526940
Timothy Wyand
Chief Investment StrategistCRD 4835214
Contacts
3 of 55
Carleton Crockett
Financial AdvisorCRD 2008965
Kelsey Strait
Operations ManagerCRD 6332119
Adam Bateman
Managing PartnerCRD 5412669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 526Active vs passive
$2.6B in ETFs
76%
$2B
18%
$637M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $134M | 1,127,958 | 5.14% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 346 Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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