← Back to searchVisit website
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689 · SEC 801-71111
585 STEWART AVE, SUITE 620, GARDEN CITY, NY, 11530, United States
Phone
(516) 746-9000
Fax
(516) 746-0300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$773.9M
Discretionary AUM
$757.2M
Team
7 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 587 | $126.6M |
| High net worth individuals | 452 | $606.5M |
| Pension/profit sharing plans | 12 | $23.0M |
| Charitable organizations | 5 | $1.2M |
| Corporations/business entities | 17 | $16.5M |
States served
CA, CO, DE, GA, LA, ME, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
- HTTP://WWW.FACEBOOK/FLYNNZITO
- HTTPS://WWW.YOUTUBE.COM/USER/FLYNNZITO
- HTTPS://X.COM/FLYNNZITO
- HTTP://FLYNNZITO.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FLYNN-ZITO-CAPITAL-MANAGEMENT-LLC
- https://www.linkedin.com/in/dougflynn1/
- https://www.linkedin.com/in/stevenaberman/
- https://www.linkedin.com/in/coleflynn/
- https://www.linkedin.com/in/stefangollisz
- https://www.linkedin.com/in/ryanhaiss/
- https://www.linkedin.com/in/richardzito/
Official SEC filing: View on IAPD