Flynn Zito Capital Management, LLC

RIASEC Registered

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, individual-owned registered investment adviser that has been SEC-registered since 2010. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its business model combines advisory work with broker-dealer activities: the firm is a registered representative of a broker-dealer and lists an insurance company affiliation. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and publication of written market commentary. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.