Flavin Financial Services, Inc.
● SEC registered since 2024CRD 144473SEC# 801-129689Melbourne, FL
Reg. AUM
$205M
Employees
4
Accounts
459
Location
Melbourne, FL
Flavin Financial Services, Inc. assets under management
Flavin Financial Services, Inc. is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2024. It reports $205 million in regulatory assets under management and employs 4 people.
Flavin Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Ann Nooney Control | Vice President | 50-75% | 2022 |
| Matthew Aaron Treskovich Control | President And Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Flavin Financial Services, Inc. manage?
Flavin Financial Services, Inc. reports $205 million in regulatory assets under management on its Form ADV.
How many employees does Flavin Financial Services, Inc. have?
Flavin Financial Services, Inc. reports 4 employees.
Where is Flavin Financial Services, Inc. located?
Flavin Financial Services, Inc. is based in Melbourne, FL and has been SEC-registered since 2024.
Does Flavin Financial Services, Inc. disclose fund performance?
Flavin Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 S. Babcock Street, Melbourne, FL 32901 |
| Phone | (321) 725-4700 |
| Fax | (321) 725-0074 |
| Office hours | 8:00 a.m. To 5:00 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2052798 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$205M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$205Mregulatory AUM
Discretionary $205M