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Flavin Financial Services, Inc.

● SEC registered since 2024CRD 144473SEC# 801-129689Melbourne, FL
Export (members)
Reg. AUM
$168.9M
Employees
3
Accounts
417
Location
Melbourne, FL

Flavin Financial Services, Inc. assets under management

Flavin Financial Services, Inc. is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2024. It reports $168.9 million in regulatory assets under management and employs 3 people.

Flavin Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Barbara Ann Nooney ControlVice President50-75%2022
Matthew Aaron Treskovich ControlPresident And Chief Compliance Officer50-75%2025

Frequently asked questions

How much does Flavin Financial Services, Inc. manage?

Flavin Financial Services, Inc. reports $168.9 million in regulatory assets under management on its Form ADV.

How many employees does Flavin Financial Services, Inc. have?

Flavin Financial Services, Inc. reports 3 employees.

Where is Flavin Financial Services, Inc. located?

Flavin Financial Services, Inc. is based in Melbourne, FL and has been SEC-registered since 2024.

Does Flavin Financial Services, Inc. disclose fund performance?

Flavin Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 S. Babcock Street, Melbourne, FL 32901
Phone(321) 725-4700
Fax(321) 725-0074
Office hours8:00 a.m. To 5:00 p.m. Est
SEC regionMiami Regional Office (MIRO)
CIK2052798
Discloses disciplinary historyYes

Assets under management

Discretionary$168.9M
Non-discretionary$0
Total (RAUM)$168.9M