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, SEC‑registered registered investment adviser (registered in 2015) organized as a corporation and owned by an individual. The firm serves primarily individuals and families and describes itself as a capital allocator that also selects third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing plus the ability to charge hourly and fixed fees. Core advisory services are financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. The firm is not identified 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 Funds47%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds5%
Contacts
3 of 3
Kevin Kennedy
Vice PresidentCRD 4421611
Elaine Morgillo
Financial Advisor and FounderCRD 1578345
Amy Mastromonaco
Financial AdvisorCRD 2740891
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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