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McIntyre, Freedman & Flynn Investment Advisers, Inc.

● SEC registered since 2022CRD 105522SEC# 801-126216Orleans, MA
Export (members)
Reg. AUM
$172M
Employees
5
Accounts
116
Location
Orleans, MA

McIntyre, Freedman & Flynn Investment Advisers, Inc. assets under management

McIntyre, Freedman & Flynn Investment Advisers, Inc. operates as an SEC-registered investment adviser based in Orleans, MA. The firm has been registered since 2022. It reports $172 million in regulatory assets under management and employs 5 people.

McIntyre, Freedman & Flynn Investment Advisers, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Thomas Patrick McIntyre ControlPresident, Chief Compliance OfficerOver 75%1989

Frequently asked questions

How much does McIntyre, Freedman & Flynn Investment Advisers, Inc. manage?

McIntyre, Freedman & Flynn Investment Advisers, Inc. reports $172 million in regulatory assets under management on its Form ADV.

How many employees does McIntyre, Freedman & Flynn Investment Advisers, Inc. have?

McIntyre, Freedman & Flynn Investment Advisers, Inc. reports 5 employees.

Where is McIntyre, Freedman & Flynn Investment Advisers, Inc. located?

McIntyre, Freedman & Flynn Investment Advisers, Inc. is based in Orleans, MA and has been SEC-registered since 2022.

Does McIntyre, Freedman & Flynn Investment Advisers, Inc. disclose fund performance?

McIntyre, Freedman & Flynn Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Main Street, Orleans, MA 02653
Phone508-255-1651
Fax508-255-9243
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$172M▲ 16%
Mar '25 — $148.3MApr '25 — $148.3MMay '25 — $148.3MJun '25 — $148.3MJul '25 — $148.3MAug '25 — $148.3MSep '25 — $148.3MOct '25 — $148.3MNov '25 — $148.3MDec '25 — $148.3MJan '26 — $148.3MFeb '26 — $148.3MMar '26 — $172MApr '26 — $172MMay '26 — $172MJun '26 — $172M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$172Mregulatory AUM
Discretionary $172M