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| Flagship Harbor Advisors LLC
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|
|---|---|
| CRD # | 155733 |
| SEC # | 801-71997 |
| CIK # | 0001691766 |
| AUM | $3.4 B (2026-05-21) |
| Employees | 61 (93% Investors, 93% Brokers) |
| Phone | 857-350-4229 |
| Address | 346 Commercial Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,724 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,556 | 2.5 |
| (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 | 29 | 0.0 |
| (h) Charitable organizations | 27 | 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 | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,815 | 3.4 |
| By Discretionary | ||
| Discretionary | 12,815 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,815 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 12,815 | 3.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001691766] |
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|---|---|---|
|
Retirement Plan Advisors LLC
✚
|
IL | 3.5 |
|
Oneascent Financial Services LLC
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|
AL | 3.5 |
|
Donaldson Capital Management LLC
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|
IN | 3.5 |
|
Sage Rutty & Co Inc
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NY | 3.5 |
|
Arvest Investments Inc
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AR | 3.4 |
|
Westfuller Advisors LLC
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|
NY | 3.4 |
|
XML Financial LLC
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|
MD | 3.3 |
|
BLB & B Advisors LLC
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|
PA | 3.3 |
|
Monograph Wealth Advisors LLC
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|
CA | 3.2 |
|
Cumberland Advisors LLC
✚
|
FL | 3.2 |