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Flagship Private Wealth, LLC

● SEC registered since 2016CRD 175277SEC# 801-108301Woburn, MA
Export (members)
Reg. AUM
$383.3M
Employees
4
Accounts
1,033
Location
Woburn, MA

Flagship Private Wealth, LLC assets under management

Flagship Private Wealth, LLC is an investment advisory firm registered with the SEC based in Woburn, MA. The firm has been registered since 2016. It reports $383.3 million in regulatory assets under management and employs 4 people.

Flagship Private Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Elizabeth Auger Johnson ControlManaging Member / Chief Compliance Officer25-50%2012
Karl Jay Warner ControlManaging Member25-50%2012
Ronald John Giunta ControlManaging Member25-50%2012

Frequently asked questions

How much does Flagship Private Wealth, LLC manage?

Flagship Private Wealth, LLC reports $383.3 million in regulatory assets under management on its Form ADV.

How many employees does Flagship Private Wealth, LLC have?

Flagship Private Wealth, LLC reports 4 employees.

Where is Flagship Private Wealth, LLC located?

Flagship Private Wealth, LLC is based in Woburn, MA and has been SEC-registered since 2016.

Does Flagship Private Wealth, LLC disclose fund performance?

Flagship Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Trade Center - Suite 4990, Woburn, MA 01801
Phone(781) 756-0090
Fax(781) 756-0085
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$381.3M
Non-discretionary$2M
Total (RAUM)$383.3M