MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
ORLEANS, MACRD 105522Latest ADV March 20, 2026
Mcintyre, Freedman & Flynn Investment Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Orleans, MA. Its latest Form ADV filing, dated March 20, 2026, reports $172M in regulatory assets under management, 5 employees, and 116 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
40
2
HNWI
42.0%
29
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 20, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts116
10Y AUM Change+$46M (+36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.