Flying Point Financial, Inc.
Flying Point Financial, Inc. is an SEC-registered wealth manager in North Andover, MA with $206.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Flying Point Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107915, SEC 801-95168, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $206.7M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- North Andover, MA
- Employees
- 4
- Clients
- 191
- CRD
- 107915
- Ownership
- MORGILLO, ELAINE, BRUNELLI; KENNEDY, KEVIN, JAMES; MASTROMONACO, AMY, ELIZABETH
How much AUM does Flying Point Financial, Inc. have?
Flying Point Financial, Inc. reported $206.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Flying Point Financial, Inc.?
Disclosed owners and executives of Flying Point Financial, Inc. include MORGILLO, ELAINE, BRUNELLI, KENNEDY, KEVIN, JAMES, MASTROMONACO, AMY, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.