FLAGSHIP PRIVATE WEALTH

400 Trade Center - Suite 4990
Woburn, Massachusetts 01801
Tel: (781) 756-0090

About FLAGSHIP PRIVATE WEALTH

FLAGSHIP PRIVATE WEALTH, formally registered with the SEC as FLAGSHIP PRIVATE WEALTH. The firm was established in 08/24/2016. They have over 1 offices throughout the country.

FLAGSHIP PRIVATE WEALTH is a Woburn, Massachusetts based Financial Planning firm with nearly $383,312,357 assets under management, offering retirement planning & investment advisory services to 1033 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175277
SEC#	801-108301
Assets Managed by Firm	$383,312,357
No. of Clients	1033
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1033	$383,312,357
Individuals (other than high net worth individuals)	355	$85,881,118
High net worth individuals	246	$288,746,985
Charitable organizations	2	$452,968
Corporations or other businesses	2	$8,231,286

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