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FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733File 801-71997
APPROVED
Retail clients
Disclosure events
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.42B
Top 25% of cohort (national)
Discretionary AUM
$3.42B
Clients
7,373
12,815 accounts
Employees
61
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 8, 2010
- Principal office
- 346 COMMERCIAL STREET, BOSTON, MA, 02109
- Phone
- (857) 350-4229
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.42B
- Discretionary AUM
- $3.42B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12,815
- Non-discretionary accounts
- 0
- Total accounts
- 12,815
- AUM per client
- $464K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $12.1M |
| Charitable organizations | 27 | $12.7M |
| High net worth individuals | 2,556 | $2.52B |
| Pension and profit sharing plans | 29 | $16.2M |
| Individuals (other than high net worth individuals) | 4,724 | $854.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 11- Q11D2
- Q11D4
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.