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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Flagship Private Wealth LLC
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|---|---|
| CRD # | 175277 |
| SEC # | 801-108301 |
| CIK # | 0001842560 |
| AUM | $383.3 M (2025-03-21) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 781-756-0090 |
| Address | 400 Trade Center Suite 4990 Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.0 | ||
| PIMCO Dynamic Income Fund | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 355 | 85.9 |
| (b) Individuals (high net worth individuals) | 246 | 288.7 |
| (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 | 0.5 |
| (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 | 2 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,033 | 383.3 |
| By Discretionary | ||
| Discretionary | 1,006 | 381.3 |
| Non-Discretionary | 27 | 2.0 |
| Total | 1,033 | 383.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.3 | |
| Total | 1,033 | 383.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842560] |
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|---|---|---|
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NC | 0.4 |
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OR | 0.4 |
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KY | 0.4 |
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CA | 0.4 |
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MD | 0.4 |
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Cargile Investment Management Inc
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TX | 0.4 |
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REIK & Co LLC
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0.4 | |
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NY | 0.4 |
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