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FLAGSHIP WEALTH ADVISORS, LLC.

Tel: 800-631-9997
301 Edgewater Place
Suite 400
Wakefield, Massachusetts  01880

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FLAGSHIP WEALTH ADVISORS, LLC.

FLAGSHIP WEALTH ADVISORS, LLC. is a Wakefield, Massachusetts based financial advisory firm with nearly $421,286,262 in assets under management and provides investment advisory services for 666 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

131962

SEC#:

801-112001

No. of Clients:

666

Assets under Management

$421,286,262

No. of Advisors:

7

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