Falists
← Back to search

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

CRD 105522 · SEC 801-126216

Visit website

4 MAIN STREET, ORLEANS, MA, 02653, United States

Phone

508-255-1651

Fax

508-255-9243

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$172.0M

Discretionary AUM

$172.0M

Team

5 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals40$14.7M
High net worth individuals29$129.6M

States served

LA, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD