$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-17-2024
- Office Locations
- 1
Office Locations
-- Cary NC
About Flagship Wealth Management Group, LLC
Flagship Wealth Management Group, LLC is a Cary, NC registered investment adviser providing financial planning and portfolio/asset management, including tax, estate and insurance planning. The firm emphasizes asset allocation using mutual funds, ETFs, public funds and fixed income (including municipal and U.S. government/agency bonds). Custodies through LPL Financial and was established in 2024.
Team overview
-- AVG AGE
$46.0M AVG AUM / ADVISOR
$489.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL ROBERT MOLITORIS
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4786924
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,049,984 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,049,984 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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