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| Flavin Financial Services Inc
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|---|---|
| CRD # | 144473 |
| SEC # | 801-129689 |
| CIK # | 0002052798 |
| AUM | 205.0 M (2026-02-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 321-725-4700 |
| Address | 2200 S Babcock Street Melbourne, FL 32901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052798 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.6 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Alphabet Inc | 4.9 | ||
| J P Morgan Chase & Co | 4.6 | ||
| FPL Group Inc | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Lockheed Martin Corp | 3.1 | ||
| PNC Financial Services Group Inc | 2.9 | ||
| Home Depot Inc | 2.7 | ||
| Cisco Systems Inc | 2.5 | ||
| Oracle Corp | 2.4 | ||
| Merck & Co Inc | 2.4 | ||
| Phillips 66 | 2.4 | ||
| Visa Inc | 2.3 | ||
| UnitedHealth Group Inc | 2.2 | ||
| Procter & Gamble Co | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 46.2 |
| (b) Individuals (high net worth individuals) | 47 | 133.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 15.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 205.0 |
| By Discretionary | ||
| Discretionary | 459 | 205.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 205.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.0 | |
| Total | 459 | 205.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052798] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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BAM Wealth Management LLC
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Paradigm Wealth Advisory LLC
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