Flying Point Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157858
- Registered since
- May 31, 2019
- Website
- flyingpointam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.85%
- Individuals0.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Flying Point Asset Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, serving an individual and family client base. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an ESG investor, is not structured as a capital allocator, and does not market pension consultant services.
Assets & Accounts
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 Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
Alan Nadel
FounderCRD 5920584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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