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FLYING POINT FINANCIAL, INC.
CRD 107915 · SEC 801-95168
855 TURNPIKE STREET, NORTH ANDOVER, MA, 01845, United States
Phone
(978) 975-3000
Fax
(978) 975-3323
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.7M
Discretionary AUM
$201.1M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $40.9M |
| High net worth individuals | 79 | $162.1M |
States served
ME, MA, SC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD