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Building 2FLAVIN FINANCIAL SERVICES, INC.

Map pinMELBOURNE, FL
Phone(321) 725-4700
NotebookSEC #801-129689
Total AUM
$205M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 S. BABCOCK STREET
MELBOURNE
FL 32901
United States
Operating Hours
8:00 AM TO 5:00 PM EST
Monday - Friday
Phone
(321) 725-4700

ReceiptFinancials

Total AUM
$205M
Accounts
459
Discretionary
$205M
Accounts
459
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$46.2M
HNW Individual Clients
47
AUM
$133.9M
Pension/Profit Sharing Plan Clients
10
AUM
$15.5M
Corporation or Business Clients
1
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY MONEY MANAGER

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLNHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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