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| Happy Holidays!! thanks for using AUM13F!! |
| McIntyre Freedman & Flynn Investment Advisers Inc
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| CRD # | 105522 |
| SEC # | 801-126216 |
| CIK # | 0001015877 |
| AUM | $148.3 M (2025-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 508-255-1651 |
| Address | 4 Main Street Orleans, MA 02653 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.5 | ||
| Blackstone Group LP | 8.9 | ||
| Marathon Petroleum Corp | 8.5 | ||
| Applied Materials Inc /DE | 7.5 | ||
| United Technologies Corp /DE/ | 5.4 | ||
| National Fuel Gas Co | 5.2 | ||
| Newmont Mining Corp /DE/ | 4.6 | ||
| Cisco Systems Inc | 4.2 | ||
| Corteva Inc | 3.8 | ||
| Enterprise Products Partners L P | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 12.2 |
| (b) Individuals (high net worth individuals) | 27 | 119.4 |
| (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 | 0 | 0.0 |
| (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 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 148.3 |
| By Discretionary | ||
| Discretionary | 116 | 148.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 148.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.3 | |
| Total | 116 | 148.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001015877] |
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