$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal vitalHorizon +more
- Established Date
- 06-24-2024
- Office Locations
- 1
Office Locations
-- Freeport ME
About Flying Point Advisors
Flying Point Advisors is a coastal Maine boutique providing accounting, tax, financial planning, and investment management for entrepreneurs, small business owners, and other self-employed households. The firm works locally and remotely nationwide, with an integrated “personal CFO” approach. Client experience includes a portal and RightCapital planning tools, plus Schwab Alliance access.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$188.4K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pathway radial Oak radial Harbor
Client Personas
Vital beacon Bridge insight
CRM
Vertex pathway
Custodian
North element Signal beacon Crest momentum
Investment Themes
Matrix
Investment Vehicles
Ember Legacy
Services
Vertex ridge North Ridge Crest Zenith summit Glacier focus Fusion
Technology
Harbor Momentum vector Ridge horizon
Owner & Executives
M
MICHAEL PERNA
Chief Compliance Officer, Principal
- CRD
- #5525314
- Ownership
- 75% or more
(662) 437-2015
horizon.frontier@summitcapital.com
in linkedin.com/in/ember-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,333,266 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,333,266 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,333,266
Public Funds:
31.7% Cash:
48.1% Equity - Exchange:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $657,160,314 | 31.7% |
| Cash | $997,142,306 | 48.1% |
| Equity - Exchange | $418,758,308 | 20.2% |
| Total | $2,073,060,928 | 100.0% |