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| Happy Holidays!! thanks for using AUM13F!! |
| Flagship Capital Management Inc
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| CRD # | 108354 |
| SEC # | 801-117804 |
| CIK # | |
| AUM | $179.5 M (2025-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-565-9580 |
| Address | 400 W State Street Media, PA 19063 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 92.5 |
| (b) Individuals (high net worth individuals) | 34 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 179.5 |
| By Discretionary | ||
| Discretionary | 175 | 179.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 179.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.5 | |
| Total | 175 | 179.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Executive Financial Services Inc
✚
|
MI | 0.2 |
|
Capital Asset Management Inc
✚
|
OH | 0.2 |
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |
|
Blong Financial LLC
✚
|
TN | 0.2 |
|
Simplified Wealth Management LLC
✚
|
MS | 0.2 |
|
Vanheel Management Limited
✚
|
0.2 | |
|
Oaktree Advisors LLC
✚
|
PA | 0.2 |
|
Kirk Capital Advisors LLC
✚
|
VA | 0.2 |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.2 |
|
J2 Capital Management Inc
✚
|
MI | 0.2 |