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FLYING POINT FINANCIAL, INC.
CRD 107915File 801-95168
APPROVED
Retail clients
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.7M
Below cohort median (national)
Discretionary AUM
$201.1M
Non-discretionary $5.7M
Clients
191
610 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 21, 2015
- Principal office
- 855 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
- Phone
- (978) 975-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.7M
- Discretionary AUM
- $201.1M
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 592
- Non-discretionary accounts
- 18
- Total accounts
- 610
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $162.1M |
| Pension and profit sharing plans | Fewer than 5 | $3.8M |
| Individuals (other than high net worth individuals) | 112 | $40.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.