|
⚲
|
| Flagship Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 131962 |
| SEC # | 801-112001 |
| CIK # | |
| AUM | $421.3 MM (2024-03-28) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 800-631-9997 |
| Address | 301 Edgewater Place Wakefield, MA 01880 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 46.2 |
| (b) Individuals (high net worth individuals) | 205 | 370.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 421.3 |
| By Discretionary | ||
| Discretionary | 583 | 405.7 |
| Non-Discretionary | 83 | 15.6 |
| Total | 666 | 421.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.3 | |
| Total | 666 | 421.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seed Planning Group LLC
✚
|
NY | 0.4 |
|
Convergence Financial LLC
✚
|
MO | 0.4 |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.4 |
|
Lifeworks Advisors LLC
✚
|
MI | 0.4 |
|
Peavine Capital LLC
✚
|
NV | 0.4 |
|
Hinds Financial Group Inc
✚
|
CO | 0.4 |
|
TRG Advisors Inc
✚
|
FL | 0.4 |
|
Acorn Creek Capital LLC
✚
|
CO | 0.4 |
|
Triumph Capital Management
✚
|
CO | 0.4 |
|
The Legacy Financial Group Inc
✚
|
OK | 0.4 |