Flynn Zito Capital Management, LLC

RIASEC RegisteredEst. 2010

Total AUM

$774M

Discretionary

$757M

98% of AUM

Avg account

$406K

Accounts

1,904

Employees

Advisory reps

Firm details

Headquarters: Garden City, New York
CRD number: 152689
Registered since: February 22, 2010
Website: www.flynnzito.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.37%
Individuals16.36%
Pension & Profit Sharing Plans2.98%
Corporations / Businesses2.13%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Flynn Zito Capital Management, LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2010 and operates as an LLC. The firm acts as a capital allocator for both individual and institutional clients and also maintains a registered representative relationship with a broker‑dealer. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, third‑party manager selection, and the publication of newsletters. Compensation is flexible and includes percentage‑of‑AUM fees as well as hourly and fixed‑fee arrangements. Flynn Zito does not characterize itself as an ESG investor.