FLYNN ZITO CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
Flynn Zito Capital Management, LLC is an independent RIA organized as an LLC and SEC-registered since 2010. The firm acts as a capital allocator for both individual/family and institutional clients and maintains an affiliated registered representative relationship with a broker-dealer. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, due diligence/selection of other advisers, and the publication of periodic newsletters. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
- Other2%
- State & Local Bonds1%
Contacts
3 of 7RYAN HAISS
Financial PlannerCRD 6124935
STEFAN GOLLISZ
Financial AdvisorCRD 7117809
GARY SIMEL
Financial AdvisorCRD 2320801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$269M in ETFs
49%
$131M
36%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $20.2M | 424,698 | 7.50% |
Location
GARDEN CITY, NY
NASSAU
Location
GARDEN CITY, NY
Headquartered in GARDEN CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 585 Stewart Ave
- Time zone
- ET (UTC-5)
- Office locations
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