# Flying Point Financial

Flying Point Financial is a Bank / Wealth / Trust based in North Andover, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** North Andover, United States
- **Region:** North America
- **Address:** North Andover, MA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** flyingpointfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/flying-point-financial-inc.

## Regulatory record

- **CRD number:** 107915
- **SEC file number:** 801-95168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107915

## About

Flying Point Financial was incorporated in Massachusetts in October 1998 as a registered investment advisor. The firm operates from a single office in North Andover, roughly 25 miles north of Boston, and serves high-net-worth individuals, families, and retirement plans. The principles of the firm have historically managed its corporate registration and advisory filings directly, consistent with an independent practice that does not seek the attention of the broader institutional market. The firm's disclosed advisory services span portfolio management, financial planning, and general asset management for a private, non-institutional client base. Standard ADV filings indicate a discretionary advisory model, which means the firm makes investment decisions on behalf of its clients rather than simply offering non-binding advice. Without a publicly disclosed portfolio, specific asset-class allocations, named direct investments, or fund commitments are not verifiable. Headcount and aggregate assets under management are not publicly disclosed. There is no public evidence of adjacent vehicles, philanthropic foundations, co-investor clubs, or operating-business relationships. What distinguishes Flying Point Financial structurally is its sustained absence from industry databases and the financial press. While many registered investment advisors have adopted brand-building and public profiles as a growth strategy over the last two decades, this firm has remained almost entirely opaque, a posture more typical of a private trust company than a modern RIA. That choice — deliberate or incidental — means the firm's competitive advantage is effectively unknowable from the outside.

## Questions

### What investment services does Flying Point Financial offer?

Per the firm's regulatory records, its core services include portfolio management, financial planning, and general asset management. The firm operates on a discretionary basis, meaning it makes investment decisions on behalf of its clients rather than providing non-binding advice, though the specific asset classes and strategies it employs are not publicly detailed.

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Last updated: 2026-08-11T02:43:31.692Z

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