CRD: 105522
Mcintyre, Freedman & Flynn Investment Advisers, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-1994
- Office Locations
- 1
Office Locations
About Mcintyre, Freedman & Flynn Investment Advisers, Inc.
McIntyre, Freedman & Flynn is an independent RIA founded in 1986 in Orleans, MA, led by President Tom McIntyre, CFA (portfolio manager since 1991). The firm provides hands-on, direct-to-staff client service and builds custom, internationally diversified equity portfolios driven by in-house fundamental research, with no model portfolio and low turnover. Accounts are custodied at Charles Schwab and are implemented primarily with ETFs.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS PATRICK MCINTYRE
President
- CRD
- #4343354
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DOUGLAS EDWARD SIVCO
Director Of Client Relations, Investment Adviser
- CRD
- #2455824
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,003,910 | $1,482,792 |
| Non-Discretionary | $0 | -- |
| Total | $172,003,910 | $1,482,792 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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