Flavin Financial Services, Inc.
Firm details
- Headquarters
- Melbourne, Florida
- CRD number
- 144473
- Registered since
- March 19, 2024
- Website
- www.flavincpa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI65.31%
- Individuals22.54%
- Pension & Profit Sharing Plans7.55%
- Corporations / Businesses4.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Flavin Financial Services, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm positions itself as a capital allocator serving both individual & family clients and institutional accounts. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities68%
- Public Funds/Mutual Funds18%
- US Government Bonds9%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Thomas Flavin
CEO & FounderCRD 4445407
Contacts
3 of 3
Tyler Heckman
Investment Advisor RepresentativeCRD 8095622
Barbara Nooney
PrincipalCRD 6485804
Matthew Treskovich
PartnerCRD 6629066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$71M in ETFs
52%
$36.6M
47%
$34.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $9.3M | 184,873 | 13.17% |
Location
Melbourne, FL
Brevard
Location
Melbourne, FL
Headquartered in Melbourne, FL, in the South of the United States.
- Region
- South
- County
- Brevard
- Address
- 2200 S Babcock St
- Time zone
- ET (UTC-5)
- Office locations
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