Flagship Private Wealth

RIASEC RegisteredEst. 2016
Total AUM
$447M
Discretionary
$446M
100% of AUM
Avg account
$426K
Accounts
1,050
Employees
4
Advisory reps
4

Firm details

Headquarters
Woburn, Massachusetts
CRD number
175277
Registered since
August 24, 2016
Website
flagshipprivatewealth.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.33%
  • Individuals18.9%
  • Corporations / Businesses2.63%
  • Charitable Organizations0.14%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Flagship Private Wealth is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2016. The firm provides financial planning and portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting and monitoring third-party managers. Fees are charged as a percentage of assets under management and via fixed-fee engagements. Flagship also operates as an insurance broker. The client base spans individual and family clients as well as institutional relationships. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 4
  • Karl Warner

    Karl Warner

    Founding PartnerCRD 2199825

  • Ronald Giunta

    Ronald Giunta

    Founding PartnerCRD 2726796

  • Elizabeth Johnson

    Elizabeth Johnson

    Founding PartnerCRD 2660647

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$303M in ETFs

Passive

90%

$274M

Active

8%

$29.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$36.6M48,88812.07%
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Location

Primary office

Woburn, MA

Middlesex

Location

Woburn, MA

Headquartered in Woburn, 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
Middlesex
Address
400 Trade Ctr
Time zone
ET (UTC-5)
Office locations

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