MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

4 Main Street
Orleans, Massachusetts 02653
Tel: 508-255-1651

About MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC, formally registered with the SEC as MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. The firm was established in 07/29/2022. They have over 1 offices throughout the country.

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. is a Orleans, Massachusetts based Financial Planning firm with nearly $138,757,805 assets under management, offering retirement planning & investment advisory services to 120 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105522
SEC#	801-126216
Assets Managed by Firm	$138,757,805
No. of Clients	120
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	120	$138,757,805
Individuals (other than high net worth individuals)	41	$12,061,055
High net worth individuals	30	$111,666,294
Corporations or other businesses	3	$15,030,456

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