Flying Point Advisors
RIASEC Registered
Total AUM
$4.3M
Discretionary
$4.3M
100% of AUM
Avg account
$271K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330467
- Website
- www.flyingpoint.cpa
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.87%
- Individuals17.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flying Point Advisors is an independent, individually owned registered investment advisor that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and lists accounting as a core business activity. Its fee model includes percentage-of-assets, hourly charges and fixed fees. The adviser does not position itself as a capital allocator and does not identify as an active ESG investor or a multistate adviser.
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 Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
1 of 1
Michael Perna
PrincipalCRD 5525314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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