FLYNN ZITO CAPITAL MANAGEMENT, LLC

585 Stewart Ave
Suite 620
Garden City, New York 11530
Tel: (516) 746-9000

About FLYNN ZITO CAPITAL MANAGEMENT, LLC

FLYNN ZITO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FLYNN ZITO CAPITAL MANAGEMENT, LLC. The firm was established in 02/22/2010. They have over 1 offices throughout the country.

FLYNN ZITO CAPITAL MANAGEMENT, LLC is a Garden City, New York based Financial Planning firm with nearly $549,233,622 assets under management, offering retirement planning & investment advisory services to 1604 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152689
SEC#	801-71111
Assets Managed by Firm	$549,233,622
No. of Clients	1604
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1604	$549,233,622
Individuals (other than high net worth individuals)	501	$92,532,589
High net worth individuals	395	$423,504,264
Pension and profit sharing plans	12	$20,997,523
Charitable organizations	3	$527,335
Corporations or other businesses	14	$11,671,911

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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