FLAGSHIP HARBOR ADVISORS, LLC

346 Commercial Street
Boston, Massachusetts 02109
Tel: (857) 350-4229

About FLAGSHIP HARBOR ADVISORS, LLC

FLAGSHIP HARBOR ADVISORS, LLC, formally registered with the SEC as FLAGSHIP HARBOR ADVISORS, LLC. The firm was established in 12/08/2010. They have over 37 offices throughout the country.

FLAGSHIP HARBOR ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,008,478,711 assets under management, offering retirement planning & investment advisory services to 13382 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155733
SEC#	801-71997
Assets Managed by Firm	$3,008,478,711
No. of Clients	13382
No. of Advisors	60

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	13382	$3,008,478,711
Individuals (other than high net worth individuals)	5209	$863,718,273
High net worth individuals	2419	$2,113,401,037
Pension and profit sharing plans	20	$11,876,453
Charitable organizations	8	$9,892,318
Corporations or other businesses	31	$9,590,630

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.