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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ERINN DUFFY FLANAGAN
Chief Compliance Officer
- CRD
- #2279316
- Ownership
- 75% or more
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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
SMA allocation detail is available
Flanagan Financial Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.