FLYING POINT FINANCIAL, INC.
CRD #107915 SEC #801-95168 NORTH ANDOVER, MA (978) 975-3000
SEC Registered
Total AUM
$184M
Discretionary
$174M
Employees
5
Clients
1
Accounts
677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $184M | $174M | $10M | 5 | 9 |
| Feb 2025 | $184M | $174M | $10M | 5 | 9 |
| Jan 2025 | $168.5M | $168.5M | $0 | 5 | 0 |
| Aug 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Aug 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Jul 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Mar 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Mar 2023 | $145.2M | $145.2M | $0 | 5 | 0 |
| Feb 2022 | $166M | $166M | $0 | 5 | 0 |
| Feb 2021 | $142M | $136M | $6M | 5 | 0 |
| Jun 2020 | $137.5M | $132.7M | $4.8M | 5 | 0 |
| Mar 2020 | $137.5M | $132.7M | $4.8M | 5 | 0 |
| Mar 2020 | $137.5M | $132.7M | $4.8M | 5 | 0 |
| Feb 2020 | $137.5M | $132.7M | $4.8M | 5 | 0 |
| Feb 2019 | $115M | $111M | $4M | 5 | 0 |
| Mar 2018 | $119.6M | $114.2M | $5.4M | 5 | 0 |
| Mar 2017 | $106.7M | $101.5M | $5.2M | 5 | 200 |
| Mar 2016 | $103M | $98.9M | $4.1M | 5 | 200 |
| Apr 2015 | $113M | $108.7M | $4.3M | 5 | 200 |
| Apr 2015 | $113M | $108.7M | $4.3M | 5 | 200 |
| May 2012 | $88.6M | $86.4M | $2.3M | 1 | 200 |
| Apr 2012 | $88.6M | $86.4M | $2.3M | 1 | 200 |
| Feb 2012 | $88.6M | $86.4M | $2.3M | 1 | 200 |
| Feb 2012 | $88.6M | $86.4M | $2.3M | 1 | 200 |
| Mar 2011 | $85.7M | $83.6M | $2.1M | 5 | -- |
| Apr 2010 | $75.6M | $73.7M | $1.9M | 5 | -- |
| Mar 2010 | $75.6M | $73.7M | $1.9M | 5 | -- |
| Feb 2009 | $65.3M | $65.3M | $0 | 5 | -- |
| Jan 2008 | $76.9M | $0 | $76.9M | 5 | -- |
| Jan 2008 | $76.9M | $0 | $76.9M | 5 | -- |
| Mar 2007 | $56.3M | $0 | $56.3M | 5 | -- |
| Sep 2005 | $38.4M | $0 | $38.4M | 5 | -- |
| Feb 2005 | $31.8M | $0 | $31.8M | 5 | -- |
| Mar 2004 | $31.8M | $0 | $31.8M | 5 | -- |
| Apr 2002 | $38.2M | $0 | $38.2M | 5 | -- |
DateSep 2025
Total AUM$184M
Discretionary$174M
Non-Disc.$10M
Employees5
Clients9
DateFeb 2025
Total AUM$184M
Discretionary$174M
Non-Disc.$10M
Employees5
Clients9
DateJan 2025
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$142M
Discretionary$136M
Non-Disc.$6M
Employees5
Clients0
DateJun 2020
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2020
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2020
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees5
Clients0
DateFeb 2020
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees5
Clients0
DateFeb 2019
Total AUM$115M
Discretionary$111M
Non-Disc.$4M
Employees5
Clients0
DateMar 2018
Total AUM$119.6M
Discretionary$114.2M
Non-Disc.$5.4M
Employees5
Clients0
DateMar 2017
Total AUM$106.7M
Discretionary$101.5M
Non-Disc.$5.2M
Employees5
Clients200
DateMar 2016
Total AUM$103M
Discretionary$98.9M
Non-Disc.$4.1M
Employees5
Clients200
DateApr 2015
Total AUM$113M
Discretionary$108.7M
Non-Disc.$4.3M
Employees5
Clients200
DateApr 2015
Total AUM$113M
Discretionary$108.7M
Non-Disc.$4.3M
Employees5
Clients200
DateMay 2012
Total AUM$88.6M
Discretionary$86.4M
Non-Disc.$2.3M
Employees1
Clients200
DateApr 2012
Total AUM$88.6M
Discretionary$86.4M
Non-Disc.$2.3M
Employees1
Clients200
DateFeb 2012
Total AUM$88.6M
Discretionary$86.4M
Non-Disc.$2.3M
Employees1
Clients200
DateFeb 2012
Total AUM$88.6M
Discretionary$86.4M
Non-Disc.$2.3M
Employees1
Clients200
DateMar 2011
Total AUM$85.7M
Discretionary$83.6M
Non-Disc.$2.1M
Employees5
Clients--
DateApr 2010
Total AUM$75.6M
Discretionary$73.7M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2010
Total AUM$75.6M
Discretionary$73.7M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2009
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees5
Clients--
DateJan 2008
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees5
Clients--
DateMar 2007
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees5
Clients--
DateSep 2005
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--
DateFeb 2005
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateMar 2004
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateApr 2002
Total AUM$38.2M
Discretionary$0
Non-Disc.$38.2M
Employees5
Clients--