$55.7M Total AUM
$55.7M Disc. AUM
3.4% 3Y CAGR
1 Employees
31 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- BeaconOptima beacon
- Established Date
- 05-31-2019
- Office Locations
- 1
Office Locations
-- Chappaqua NY
About Flying Point Asset Management LLC
Flying Point Asset Management is a Chappaqua, NY-based, founder-led RIA providing portfolio management, portfolio construction, and financial planning for retail clients. The firm emphasizes smart, low-cost, low-turnover investing designed to reduce trading costs and capital gains taxes while targeting above-market returns with less risk over time, using a mix of mutual funds, ETFs, and fixed income; custody includes Charles Schwab.
Team overview
-- AVG AGE
$55.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Request access to benchmark trends tied to meridian.
See the complete signal summary connected to eagle.
Premium access reveals conviction themes in beacon quantum.
Upgrade to reveal position-level detail across vital summit.
Upgrade to reveal position-level detail across frontier alpha.
Upgrade to reveal position-level detail across timber foundation.
Premium access reveals conviction themes in quantum peak.
Unlock to see real insight on ridge delta vector.
Asset Classes
Crest Value peak
Custodian
Bridge legacy Glacier
Investment Themes
Beacon unison Foundation ridge
Investment Vehicles
Catalyst delta
Services
Pioneer Optima catalyst Insight vertex
Technology
Value Foundation meridian
Owner & Executives
A
ALAN HUGH NADEL
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5920584
- Ownership
- 75% or more
(759) 628-4176
fusion.meridian@frontiercapital.com
in linkedin.com/in/legacy-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,737,280 | $1,797,977 |
| Non-Discretionary | $0 | -- |
| Total | $55,737,280 | $1,797,977 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $55,737,280
Public Funds:
21.3% Equity - Exchange:
14.7% Cash:
15.2% Derivatives:
24.0% Municipal Bonds:
6.1% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $350,674,771 | 21.3% |
| Equity - Exchange | $242,014,983 | 14.7% |
| Cash | $250,246,785 | 15.2% |
| Derivatives | $395,126,503 | 24.0% |
| Municipal Bonds | $100,427,986 | 6.1% |
| U.S. Government/Agency | $307,869,400 | 18.7% |
| Total | $1,646,360,428 | 100.0% |