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Home > Retirement Planners > massachusetts > north andover > FLYING POINT FINANCIAL, INC.
FLYING POINT FINANCIAL, INC.
855 Turnpike Street
North Andover, Massachusetts 01845
Tel: (978) 975-3000
About FLYING POINT FINANCIAL, INC.
FLYING POINT FINANCIAL, INC, formally registered with the SEC as FLYING POINT FINANCIAL, INC. The firm was established in 04/21/2015. They have over 5 offices throughout the country.
FLYING POINT FINANCIAL, INC. is a North Andover, Massachusetts based Financial Planning firm with nearly $184,000,000 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107915 |
| SEC# | 801-95168 |
| Assets Managed by Firm | $184,000,000 |
| No. of Clients | 677 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 677 | $184,000,000 |
| Individuals (other than high net worth individuals) | 103 | $38,000,000 |
| High net worth individuals | 72 | $136,000,000 |
| Pension and profit sharing plans | 5 | $10,000,000 |
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|---|---|---|---|
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