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 organized as an LLC and registered with the SEC in 2016. The firm is owner-operated and serves both individual/family and institutional clients. Its business model combines portfolio management and financial planning with the selection and allocation to outside managers; it also operates as an insurance broker. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Flagship identifies itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 4
Giana Hebert
Financial AdvisorCRD 5841873
Karl Warner
Founding PartnerCRD 2199825
Ronald Giunta
Founding PartnerCRD 2726796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$303M in ETFs
90%
$274M
8%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $36.6M | 48,888 | 12.07% |
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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