Flying Point Financial, Inc.

RIASEC Registered

Total AUM

$207M

Discretionary

$201M

97% of AUM

Avg account

$339K

Accounts

610

Employees

Advisory reps

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

FINTRX

Overview

Flying Point Financial, Inc. is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is registered with the SEC (registered in 2015) and combines financial planning with portfolio management across individual, small-business and institutional client types. Its service menu includes fee arrangements based on assets under management as well as hourly and fixed-fee engagements. Advisory capabilities listed on filings include financial planning, discretionary portfolio management, pension consulting and the selection of other advisers. The firm does not identify as an active ESG investor.