FLAGSHIP PRIVATE WEALTH
Firm details
- Headquarters
- WOBURN, Massachusetts
- CRD number
- 175277
- Registered since
- August 24, 2016
- Website
- flagshipprivatewealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.33%
- Individuals18.9%
- Corporations / Businesses2.63%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Flagship Private Wealth is an independent registered investment adviser organized as an LLC and operating since 2016. The firm acts as a capital allocator for both individual/family and institutional clients, combining portfolio management and financial planning with insurance-brokerage activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Flagship does not identify as an active ESG investor and is not structured as a multi-state or pension consulting 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 Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 4KARL WARNER
Founding PartnerCRD 2199825
RONALD GIUNTA
Founding PartnerCRD 2726796
ELIZABETH JOHNSON
Founding PartnerCRD 2660647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$264M in ETFs
91%
$240M
8%
$24.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $31.5M | 48,265 | 11.92% |
Location
WOBURN, MA
MIDDLESEX
Location
WOBURN, MA
Headquartered in WOBURN, 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
- MIDDLESEX
- Address
- 400 Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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