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FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733 · SEC 801-71997
346 COMMERCIAL STREET, BOSTON, MA, 02109, United States
Phone
(857) 350-4229
Fax
(617) 224-0870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.42B
Discretionary AUM
$3.42B
Team
61 total employees; 57 advisory reps; 22 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4724 | $854.7M |
| High net worth individuals | 2556 | $2.52B |
| Pension/profit sharing plans | 29 | $16.2M |
| Charitable organizations | 27 | $12.7M |
| Corporations/business entities | 37 | $12.1M |
States served
VT, AL, AZ, CA, DC, GA, ID, IL, IN, KS, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTP://WWW.FLAGSHIPHARBORSOUTHSHORE.COM
- HTTP://WWW.TRESTLEBRIDGECAPITAL.COM
- HTTP://WWW.FHPLYMOUTH.COM
- HTTP://WWW.FENTONFINANCIALGROUP.COM
- http://www.thrivewealthstratagies.com
- HTTP://WWW.SHEPARD-FINANCIAL.COM
- HTTP://WWW.LAURENZFINANCIAL.COM
- HTTP://WWW.MMWEALTHMANAGEMENT.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FLAGSHIP-HARBOR-ADVISORS/
- HTTP://WWW.THORNEFINANCIALPARTNERS.COM
- HTTP://WWW.CURRENCYCAMP.COM
- HTTP://WWW.CHARTHOUSECAPITAL.COM
- HTTP://WWW.KEFAUVERFINANCIAL.COM
- HTTP://WWW.FLAGSHIPHARBOR.COM
- HTTP://WWW.PARADIGMPW.COM
- HTTP://WWW.DANPARKERWEALTHMANAGEMENT.COM
- HTTP://WWW.NORTHERNPEAKFINANCIAL.COM
- HTTP://WWW.ANDREASENFINANCIAL.COM
- http://www.conciergewm.com
Official SEC filing: View on IAPD