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FLAVIN FINANCIAL SERVICES, INC.
CRD 144473 · SEC 801-129689
2200 S. BABCOCK STREET, MELBOURNE, FL, 32901, United States
Phone
(321) 725-4700
Fax
(321) 725-0074
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.0M
Discretionary AUM
$205.0M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY MONEY MANAGER
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $46.2M |
| High net worth individuals | 47 | $133.9M |
| Pension/profit sharing plans | 10 | $15.5M |
States served
TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD