The FLAGSHIP HARBOR ADVISORS, LLC is a privately held investment adviser that advises $3.42Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FLAGSHIP HARBOR ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 71.71% over the last 5-years.
The Group has been registered with the SEC for 15.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 21 office locations with their Headquarters at 346 COMMERCIAL STREET, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 61 employees comprised of 57 investment and 4 non-investment staff. The total number of Employees increased by 10.91% over the last 5-years.
Their $3.42Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 93 other accounts. Assets of High Net Worth Individuals clients own $2.52Bn or 73.81% of Total Assets and Individuals own $854.65mn or 24.99% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FLAGSHIP HARBOR ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.