FLAGSHIP WEALTH ADVISORS, LLC. - Financial Advisor in Massachusetts, Wakefield

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

About 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

Firm CRD#:

131962

Firm SEC#:

801-112001

Assets Under Management:

$421,286,262

No. of Clients:

666

No. of Advisors:

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

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