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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Flynn Zito Capital Management LLC
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| CRD # | 152689 |
| SEC # | 801-71111 |
| CIK # | 0001857144 |
| AUM | $672.3 M (2025-03-07) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 516-746-9000 |
| Address | 585 Stewart Ave Garden City, NY 11530 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.4 | ||
| Nvidia Corp | 9.6 | ||
| Microsoft Corp | 9.5 | ||
| Amazon Com Inc | 3.4 | ||
| LPL Investment Holdings Inc | 3.2 | ||
| D-Wave Quantum Inc | 2.0 | ||
| Micron Technology Inc | 1.8 | ||
| Facebook Inc | 1.7 | ||
| Advanced Micro Devices Inc | 1.6 | ||
| Cisco Systems Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 580 | 119.0 |
| (b) Individuals (high net worth individuals) | 431 | 513.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 26.0 |
| (h) Charitable organizations | 3 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,823 | 672.3 |
| By Discretionary | ||
| Discretionary | 1,819 | 659.7 |
| Non-Discretionary | 4 | 12.6 |
| Total | 1,823 | 672.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 672.3 | |
| Total | 1,823 | 672.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001857144] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Francis Financial Inc
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|
NY | 0.7 |
|
Integrity Financial Corporation
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|
WY | 0.7 |
|
First Kentucky Securities Corporation
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KY | 0.7 |
|
Beacon Financial Advisory LLC
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OH | 0.7 |
|
Capital Planning LLC
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|
WA | 0.7 |
|
Stone House Investment Management LLC
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|
PA | 0.7 |
|
Singer Wealth Advisors LLC
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|
FL | 0.7 |
|
Creative Capital Management Investments LLC
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|
CA | 0.7 |
|
Highline Wealth Partners LLC
✚
|
CA | 0.7 |
|
Copper Harbor Investment Advisors LLC
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|
WI | 0.7 |