FLAGSHIP HARBOR ADVISORS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$267K
Accounts
12,815
Employees
61
Advisory reps
60

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

FINTRX

Overview

Flagship Harbor Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining financial planning and discretionary portfolio management with selection of third‑party advisers and educational seminars. Its fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 20%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities20%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 5

  • GREGORY MUNROE

    Founder & CEOCRD 2282929

  • DAVID KAUFMAN

    CEO and FounderCRD 1526940

  • TIMOTHY WYAND

    Chief Investment StrategistCRD 4835214

Unlock 2 more executives →

Contacts

3 of 55

  • CARLETON CROCKETT

    Financial AdvisorCRD 2008965

  • KELSEY STRAIT

    Operations ManagerCRD 6332119

  • ADAM BATEMAN

    Managing PartnerCRD 5412669

Unlock 52 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 498

Active vs passive

$2.3B in ETFs

Passive

77%

$1.8B

Active

17%

$537M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG)State StreetPassiveLarge Growth$127M1,295,4295.50%
Unlock additional holdings →

Location

Primary office

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

Similar firms

INVENOMIC CAPITAL MANAGEMENT LP

RIA

BOSTON, MA

AUM $3.4BTEAM 17REPS 3

PATHLIGHT CAPITAL

RIA

BOSTON, MA

AUM $3.5BTEAM 30REPS 5

ETERNA GROWTH PARTNERS

RIA

BOSTON, MA

AUM $3.5BTEAM 40REPS 4

ELEPHANT

RIA

BOSTON, MA

AUM $3.6BTEAM 21REPS 3

MPM BIOIMPACT

RIA

BOSTON, MA

AUM $3.6BTEAM 50REPS 5

NORTHEAST INVESTMENT MANAGEMENT INC

RIA

BOSTON, MA

AUM $3.3BTEAM 25REPS 11
More RIAs in BOSTON →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth