$55.7M Total AUM
$55.7M Disc. AUM
3.4% 3Y CAGR
1 Employees
31 ADV. Clients
7 yrs Firm Age
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- 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
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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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
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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 |
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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% |