|
⚲
|
| Flagship Private Wealth LLC
✚
| |
|---|---|
| CRD # | 175277 |
| SEC # | 801-108301 |
| CIK # | 0001842560 |
| AUM | $313.9 MM (2024-06-05) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 781-756-0090 |
| Address | 400 Trade Center Suite 4990 Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 1.3 | ||
| AAPL | 2,382,844.0 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 81.3 |
| (b) Individuals (high net worth individuals) | 213 | 225.4 |
| (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 | 2 | 0.4 |
| (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 | 3 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 313.9 |
| By Discretionary | ||
| Discretionary | 951 | 313.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 313.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.9 | |
| Total | 951 | 313.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842560] |
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|---|---|---|
|
Summit Wealth Advocates LLC
✚
|
MN | 0.3 |
|
TJT Capital Group LLC
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CT | 0.3 |
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Garrison Asset Management LLC
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AR | 0.3 |
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Lane and Associates LLC
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NJ | 0.3 |
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Lagoda Investment Management LP
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NY | 0.3 |
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Momentous Wealth Management Inc
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WA | 0.3 |
|
Mascagni Wealth Management Inc
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MS | 0.3 |
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Planning Capital Management Corp
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PA | 0.3 |
|
Transce3Nd LLC
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TX | 0.3 |
|
Obsidian Personal Planning Solutions LLC
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|
MD | 0.3 |