Flagship Private Wealth
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
FINTRXOverview
Flagship Private Wealth is an independent registered investment adviser that has been SEC-registered since 2016. Structured as a limited liability company and owned individually, the firm serves both wealthy individuals and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Flagship also operates as an insurance broker and describes itself as a capital allocator, combining delegated portfolio management with use of third‑party managers where appropriate. Fee arrangements include percentage‑of‑AUM fees and fixed fees.
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 Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$307M in ETFs
89%
$273M
9%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $37.9M | 49,489 | 12.33% |
Location
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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