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 an independent, SEC-registered registered investment adviser organized as a corporation and registered in 2022. The firm is owner-operated and focuses on wealth management for individuals and families, delivering fee-based portfolio management primarily charged as a percentage of assets under management. Its advisory work includes discretionary portfolio management for individual and small-business clients and for businesses or institutions. The firm does not identify as an active ESG investor, is not set up as a capital allocator, and does not list pension consulting or related-adviser activities.
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 Equities91%
- Cash & Cash Equivalents8%
- Other1%
Contacts
2 of 2
Douglas 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 9Active vs passive
$19.6M in ETFs
93%
$18.2M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.8M | 9,230 | 34.72% |
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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