FLYNN FINANCIAL, LLC

RIASEC Registered

Total AUM

$82M

Discretionary

$61.7M

75% of AUM

Avg account

$266K

Accounts

308

Employees

Advisory reps

Firm details

Headquarters: BLAKELY, Pennsylvania
CRD number: 157882
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.52%
Individuals32.95%
Pension & Profit Sharing Plans9.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Flynn Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — indicating it acts as a capital allocator for client assets. Its billing mixes AUM-based fees with hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and does not report multi-state adviser or pension consulting classifications.