F
CRD: 167486
Flanagan Financial Management
Norwich, NY
6073732300
$24.1M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2013
- Office Locations
- 1
Office Locations
-- Norwich NY
About Flanagan Financial Management
Flanagan Financial Management is a Norwich-based RIA. The firm has been operating for 13 years. Managing $24.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$24.1M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pioneer signal Delta timber
Investment Themes
Pioneer
Investment Vehicles
Crest foundation
Services
Pathway Ridge
Owner & Executives
E
ERINN DUFFY FLANAGAN
Chief Compliance Officer
- CRD
- #2279316
- Ownership
- 75% or more
(236) 672-8466
legacy.peak@insightcapital.com
in linkedin.com/in/insight-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,139,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,139,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,139,425
Equity - Exchange:
11.4% Public Funds:
32.7% Cash:
39.0% Other:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $513,666,931 | 11.4% |
| Public Funds | $1,473,413,039 | 32.7% |
| Cash | $1,757,281,606 | 39.0% |
| Other | $761,488,697 | 16.9% |
| Total | $4,505,850,273 | 100.0% |