Flagship Private Wealth
Flagship Private Wealth (CRD# 175277) is a financial advisory firm headquartered in Woburn, MA. They manage $313,861,695 in 951 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management314MILLION
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Total Number of Accounts951ACCOUNTS
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Average Account Value$330,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, ME, NH, NY, PA, TX
Ronald Giunta (CRD# 2726796) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 28 years of experience in the finance industry.
Giana Hebert (CRD# 5841873) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 12 years of experience in the finance industry.
Elizabeth Johnson (CRD# 2660647) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 28 years of experience in the finance industry.
Karl Warner (CRD# 2199825) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 32 years of experience in the finance industry.