Firm profile

FLYING POINT FINANCIAL, INC.

NORTH ANDOVER, MACRD 107915Latest ADV February 6, 2026

Flying Point Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in North Andover, MA. Its latest Form ADV filing, dated February 6, 2026, reports $207M in regulatory assets under management, 4 employees, 3 offices, and 610 accounts.

Assets Under Management
$207M
Employees
4
Offices
3 offices
Total Clients
191
Primary office
NORTH ANDOVER, MA
855 TURNPIKE STREET, NORTH ANDOVER, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAmy E. Mastromonaco

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
112
2
HNWI
41.4%
79
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$207Mas of February 6, 2026
Discretionary97.3%
$201M
97% of total RAUM97.3%
Non-discretionary2.7%
$6M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$207M
Total Accounts610
10Y AUM Change+$100M (+93.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee48:1
10Y Employee Change-1 (-20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.