Flynn Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 155726
- Website
- flynncapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.23%
- Individuals43.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Flynn Capital Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. Flynn Capital Management does not engage in ESG investing and is not classified as a multi-state adviser, indicating a more localized focus in its operations. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Joseph Flynn
Principal And Managing DirectorCRD 2637493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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