Flagship Harbor Advisors, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155733
- Registered since
- December 8, 2010
- Website
- www.flagshipharbor.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.81%
- Individuals24.99%
- Pension & Profit Sharing Plans0.47%
- Charitable Organizations0.37%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Flagship Harbor Advisors, LLC is an independent registered investment adviser that registered with the SEC in 2010. Structured as an LLC and owned by an individual, the firm serves both individual and family clients as well as institutional accounts. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Flagship Harbor operates as a capital allocator and charges clients via a mix of percentage‑of‑AUM fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.
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 Funds76%
- Exchange Traded Equities20%
- US Government Bonds1%
- State & Local Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 544Active vs passive
$2.7B in ETFs
73%
$2B
17%
$736M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $135M | 1,095,465 | 4.96% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 346 Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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