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FLYING POINT FINANCIAL, INC.

NORTH ANDOVER, MA · CRD 107915 · IAPD ↗ · flyingpointfinancial.com · (978) 975-3000

$206.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2024 — FLYING POINT FINANCIAL, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — FLYING POINT FINANCIAL, INC. added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.