Flynn Zito Capital Management, LLC
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Overview
Flynn Zito Capital Management, LLC operates as a financial advisory company based in Garden City, New York. The firm oversees $470.2 million in assets over 1,525 accounts, making it one of the larger firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Flynn Zito Capital Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as equities, bonds and options.
Flynn Zito Capital Management, LLC manages more than half of its client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing the client's approval. Flynn Zito Capital Management, LLC also administers three non-discretionary accounts with a total of $7.4 million in assets under management. The firm administers roughly $308,337 in assets for each client account. The average financial advisor at Flynn Zito Capital Management, LLC administers around 254 client accounts.
Flynn Zito Capital Management, LLC's headquarters is at 585 Stewart Ave, Garden City, New York 11530. It is registered to serve clients throughout 13 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Flynn Zito Capital Management, LLC by the Numbers
$470.2 million
6
1,525
$308.3 thousand
Products and Services
Flynn Zito Capital Management, LLC provides multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. In the prior fiscal year, it provided financial planning services to 1-10 of its clients. It does not sell products or offer services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on which service is provided. Fees billed by the company may include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Flynn Zito Capital Management, LLC manages money for a broad range of clients. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,525 accounts, Flynn Zito Capital Management, LLC's largest client group by number of accounts is high net worth investors, though it also manages money for 779 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 51.15%
- Other Individuals - 47.08%
- Corporations - 1.64%
- Charitable Organizations - 0.13%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Flynn Zito Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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