FLYING POINT FINANCIAL, INC.

RIASEC RegisteredEst. 2015
Total AUM
$207M
Discretionary
$201M
97% of AUM
Avg account
$339K
Accounts
610
Employees
4
Advisory reps
3

Firm details

Headquarters
NORTH ANDOVER, Massachusetts
CRD number
107915
Registered since
April 21, 2015
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

FINTRX

Overview

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

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 47%, Exchange Traded Equities 30%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 6%, US Government Bonds 5%, State & Local Bonds 1%, Private Funds 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities30%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents6%
  • US Government Bonds5%

Contacts

3 of 3
  • AMY MASTROMONACO

    Financial AdvisorCRD 2740891

  • ELAINE MORGILLO

    Financial Advisor and FounderCRD 1578345

  • KEVIN KENNEDY

    Vice PresidentCRD 4421611

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth