Mcintyre, Freedman & Flynn Investment Advisers, Inc
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Overview
Mcintyre, Freedman & Flynn Investment Advisers, Inc operates as a financial advisor firm that has its headquarters in Orleans, Massachusetts. Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees $132.7 million in total assets across 120 customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Mcintyre, Freedman & Flynn Investment Advisers, Inc has a small group, including 2 financial advisors. Mcintyre, Freedman & Flynn Investment Advisers, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.
Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without needing client approval. The company's typical account size is $1.1 million. An average financial advisor at Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees about 60 client accounts, making it about average in terms of personalization.
Mcintyre, Freedman & Flynn Investment Advisers, Inc's headquarters is located at 4 Main Street, Orleans, Massachusetts 2653. The company is legally permitted to serve customers throughout a few states, including Florida, Louisiana, Massachusetts, New Hampshire, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcintyre, Freedman & Flynn Investment Advisers, Inc by the Numbers
$132.7 million
5
120
$1.1 million
Fee Structure
Financial management fees typically vary depending on which service is provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Mcintyre, Freedman & Flynn Investment Advisers, Inc does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors, pension plans and corporations. Out of its 120 customers, Mcintyre, Freedman & Flynn Investment Advisers, Inc's largest client by number of accounts is retail investors, although it also manages money for 30 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person 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 accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 41.1%
- Other Individuals - 53.42%
- Corporations - 5.48%
- Charitable Organizations - 0%
* 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
Mcintyre, Freedman & Flynn Investment Advisers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mcintyre, Freedman & Flynn Investment Advisers, Inc
Orleans, MA
Orleans, MA
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