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| Keyboard |
| Flying Point Financial Inc
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|---|---|
| CRD # | 107915 |
| SEC # | 801-95168 |
| CIK # | |
| AUM | 206.7 M (2026-06-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 978-975-3000 |
| Address | 855 Turnpike Street North Andover, MA 01845 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 40.9 |
| (b) Individuals (high net worth individuals) | 79 | 162.1 |
| (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 | 3.8 |
| (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 | 610 | 206.7 |
| By Discretionary | ||
| Discretionary | 592 | 201.1 |
| Non-Discretionary | 18 | 5.7 |
| Total | 610 | 206.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 206.6 | |
| Total | 610 | 206.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bluestone Financial Advisors LLC
✚
|
MD | 207.3 M |
|
WFA of San Diego LLC
✚
|
CA | 206.9 M |
|
Alapocas Investment Partners Inc
✚
|
MA | 206.6 M |
|
Stillwater Wealth Management Group LLC
✚
|
FL | 206.6 M |
|
Foliobeyond LLC
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|
206.6 M | |
|
Bauman Advisory Group LLC
✚
|
NV | 206.4 M |
|
Alexis Investment Partners LLC
✚
|
206.4 M | |
|
Cooksen Wealth LLC
✚
|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |