CRD: 107915
Flying Point Financial, Inc.
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-1998
- Office Locations
- 2
Office Locations
About Flying Point Financial, Inc.
Flying Point Financial is a fee-only, independent RIA providing fiduciary wealth management and comprehensive financial planning for families and individuals, with focus areas including retirees, life transitions, and women investors. The team uses disciplined, analytical portfolio construction and asset allocation to manage risk and balance portfolios, with exposure across ETFs, mutual funds, and fixed income. Custody is supported via Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIN JAMES KENNEDY
Partner, President
- CRD
- #4421611
- Ownership
- 75% or more
AMY ELIZABETH MASTROMONACO
Chief Compliance Officer, DIRECTOR OF OPERATIONS, Financial Advisor
- CRD
- #2740891
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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ELAINE BRUNELLI MORGILLO
President
- CRD
- #1578345
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,066,000 | $339,639 |
| Non-Discretionary | $5,657,000 | $314,278 |
| Total | $206,723,000 | $338,890 |
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Separately Managed Accounts
Total SMA Asset: $206,723,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $549,329,601 | 18.9% |
| Equity - Exchange | $543,516,590 | 18.7% |
| Corporate - Investment Grade | $217,987,937 | 7.5% |
| Cash | $627,805,259 | 21.6% |
| U.S. Government/Agency | $531,890,566 | 18.3% |
| Municipal Bonds | $154,044,809 | 5.3% |
| Private Funds | $281,931,065 | 9.7% |
| Total | $2,906,505,827 | 100.0% |