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FLAGSHIP PRIVATE WEALTH

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

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FLAGSHIP PRIVATE WEALTH

FLAGSHIP PRIVATE WEALTH is a Woburn, Massachusetts based financial advisory firm with nearly $383,312,357 in assets under management and provides investment advisory services for 1033 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

175277

SEC#:

801-108301

No. of Clients:

1033

Assets under Management

$383,312,357

No. of Advisors:

4

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