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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2011
- Office Locations
- 1
Office Locations
About Flynn Financial, LLC
Flynn Financial is a locally owned RIA founded in 2011 serving Northeastern Pennsylvania and clients beyond. The firm pairs Wall Street-caliber investment tools with a small-town, hands-on approach, providing financial and investment planning, retirement planning, tax and estate planning, and insurance support. Portfolios focus on asset allocation and risk management using ETFs, mutual funds, and fixed income, with Schwab as a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
JON THOMAS FLYNN SR.
Chief Compliance Officer, Managing Member, Senior Investment Advisor
- CRD
- #2415472
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,730,452 | -- |
| Non-Discretionary | $20,274,395 | -- |
| Total | $82,004,847 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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