MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
Firm details
- Headquarters
- ORLEANS, Massachusetts
- CRD number
- 105522
- Registered since
- July 29, 2022
- Website
- www.mcintyreinvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.34%
- Corporations / Businesses16.13%
- Individuals8.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcintyre, Freedman & Flynn Investment Advisers, Inc. is a corporate-structured SEC-registered RIA that serves individual and family clients through fee-based portfolio management charged as a percentage of assets. The firm’s regulatory filing shows it engages in discretionary portfolio management for individuals, small businesses, and other business or institutional clients. It does not position itself as a capital allocator and is not identified as an ESG-focused adviser or a multi-state adviser in the provided snapshot. The firm was registered with the SEC in 2022 and is owned by an individual. Its filing classifies the adviser as “Unclassified,” and it reports no related advisers or pension consulting activity.
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 Equities91%
- Cash & Cash Equivalents8%
- Other1%
Contacts
2 of 2DOUGLAS SIVCO
Director of Client RelationsCRD 2455824
THOMAS MCINTYRE
PresidentCRD 4343354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$21.3M in ETFs
100%
$21.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.4M | 9,386 | 25.45% |
Location
ORLEANS, MA
BARNSTABLE
Location
ORLEANS, MA
Headquartered in ORLEANS, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BARNSTABLE
- Address
- 4 Main St
- Time zone
- ET (UTC-5)
- Office locations
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