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| McIntyre Freedman & Flynn Investment Advisers Inc
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| CRD # | 105522 |
| SEC # | 801-126216 |
| CIK # | 0001015877 |
| AUM | 172.0 M (2026-03-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 508-255-1651 |
| Address | 4 Main Street Orleans, MA 02653 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001015877 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 12.6 | ||
| Marathon Petroleum Corp | 11.7 | ||
| Microsoft Corp | 11.6 | ||
| Newmont Mining Corp /DE/ | 7.9 | ||
| United Technologies Corp /DE/ | 6.7 | ||
| Blackstone Group LP | 6.6 | ||
| National Fuel Gas Co | 5.5 | ||
| Corning Inc /NY | 5.5 | ||
| Cisco Systems Inc | 4.5 | ||
| Suncor Energy Inc | 4.2 | ||
| Enterprise Products Partners L P | 4.1 | ||
| Novartis AG | 4.1 | ||
| Corteva Inc | 4.0 | ||
| Altria Group Inc | 3.7 | ||
| Merck & Co Inc | 3.6 | ||
| Conocophillips | 3.5 | ||
| Enbridge Inc | 3.2 | ||
| EQT Corp | 3.2 | ||
| Hewlett Packard Enterprise Co | 3.1 | ||
| Johnson & Johnson | 2.9 | ||
| Schlumberger Ltd /NV/ | 2.8 | ||
| Texas Instruments Inc | 2.6 | ||
| Visa Inc | 2.6 | ||
| PepsiCo Inc | 2.5 | ||
| Qnity Electronics Inc | 2.4 | ||
| Occidental Petroleum Corp /DE/ | 2.0 | ||
| M&T Bank Corp | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 14.7 |
| (b) Individuals (high net worth individuals) | 29 | 129.6 |
| (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 | 27.7 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 172.0 |
| By Discretionary | ||
| Discretionary | 116 | 172.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 172.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.0 | |
| Total | 116 | 172.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001015877] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthguard Advisors Inc
✚
|
CA | 172.4 M |
|
Davidson Wealth Management LLC
✚
|
NJ | 172.4 M |
|
Prosperity Road LLC
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CA | 172.3 M |
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Nexwealth LLC
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FL | 172.2 M |
|
Thompson Wealth Solutions LLC
✚
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MD | 172.1 M |
|
Investor Advisory Group LLC
✚
|
NC | 172.1 M |
|
Ascent Capital Partners LLC
✚
|
AZ | 172.0 M |
|
Pinnacle Portfolio Advisors LLC
✚
|
171.9 M | |
|
Evolution Wealth Management Inc
✚
|
FL | 171.7 M |
|
Ellerbrock-Norris Wealth Strategies LLC
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|
NE | 171.6 M |