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Building 2MELHADO, FLYNN & ASSOCIATES, INC

Map pinNEW YORK, NY
Phone[212]764-3600
NotebookSEC #801-12733
Total AUM
$123.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 FIFTH AVE
NEW YORK
NY 10036
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
[212]764-3600

ReceiptFinancials

Total AUM
$123.3M
Accounts
179
Discretionary
$74.7M
Accounts
168
Non-Discretionary
$48.7M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PORTION OF THE $6.50 TICKET CHARGE.

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACTFLGAILKYLAMAMDMEMIMNMOMSNHNJNYOHPASCTXVAVTWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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