FLAGSHIP PRIVATE WEALTH
Tel: (781) 756-0090 400 Trade Center - Suite 4990 Woburn, Massachusetts 01801
About 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
Firm CRD#:
175277
Firm SEC#:
801-108301
Assets Under Management:
$383,312,357
No. of Clients:
1033
No. of Advisors:
4
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
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