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Flying Point Financial, Inc.

● SEC registered since 2015CRD 107915SEC# 801-95168North Andover, MA
Export (members)
Reg. AUM
$206.7M
Employees
4
Accounts
610
Location
North Andover, MA

Flying Point Financial, Inc. assets under management

Flying Point Financial, Inc. is a registered investment adviser overseen by the SEC based in North Andover, MA. The firm has been registered since 2015. It reports $206.7 million in regulatory assets under management and employs 4 people.

Flying Point Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Amy Elizabeth MastromonacoShareholder, Director Of Operations, And Chief Compliance Officer10-25%1998
Kevin James Kennedy ControlShareholder And PresidentOver 75%2025

Frequently asked questions

How much does Flying Point Financial, Inc. manage?

Flying Point Financial, Inc. reports $206.7 million in regulatory assets under management on its Form ADV.

How many employees does Flying Point Financial, Inc. have?

Flying Point Financial, Inc. reports 4 employees.

Where is Flying Point Financial, Inc. located?

Flying Point Financial, Inc. is based in North Andover, MA and has been SEC-registered since 2015.

Does Flying Point Financial, Inc. disclose fund performance?

Flying Point Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address855 Turnpike Street, North Andover, MA 01845
Phone(978) 975-3000
Fax(978) 975-3323
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$206.7M▲ 23%
Jan '25 — $168.5MFeb '25 — $184MMar '25 — $184MApr '25 — $184MMay '25 — $184MJun '25 — $184MJul '25 — $184MAug '25 — $184MSep '25 — $184MOct '25 — $184MNov '25 — $184MDec '25 — $184MJan '26 — $184MFeb '26 — $206.7MMar '26 — $206.7MApr '26 — $206.7MMay '26 — $206.7MJun '26 — $206.7M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$206.7Mregulatory AUM
Discretionary $201.1MNon-discretionary $5.7M