FLYING POINT FINANCIAL, INC.
Firm details
- Headquarters
- NORTH ANDOVER, Massachusetts
- CRD number
- 107915
- Registered since
- April 21, 2015
- Website
- www.flyingpointfinancial.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.4%
- Individuals19.77%
- Pension & Profit Sharing Plans1.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Flying Point Financial, Inc. is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2015. The firm serves individual and family clients and operates as a capital allocator, directing client capital both to public funds and to external alternative managers. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and selection of other advisers. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
Assets & Accounts
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 Funds47%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds5%
Contacts
3 of 3AMY MASTROMONACO
Financial AdvisorCRD 2740891
ELAINE MORGILLO
Financial Advisor and FounderCRD 1578345
KEVIN KENNEDY
Vice PresidentCRD 4421611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH ANDOVER, MA
ESSEX
Location
NORTH ANDOVER, MA
Headquartered in NORTH ANDOVER, 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
- ESSEX
- Address
- 855 Turnpike St
- Time zone
- ET (UTC-5)
- Office locations
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