Flavin Financial Services, Inc.
Flavin Financial Services, Inc. is an independent investment advisory firm headquartered in Melbourne, Florida. Established in 1999, the firm provides comprehensive financial planning and portfolio management for individuals, families, and institutions. The firm is registered with the SEC, and its team is experienced in assisting clients with retirement planning, investment management, and wealth preservation. Employee count is small, reflecting a boutique advisory approach.
Investment Strategy
Flavin Financial Services, Inc. employs a diversified investment strategy, primarily focused on constructing customized portfolios tailored to each client's financial needs and risk profile. The firm invests across equities, fixed income, and ETFs, with a goal of achieving long-term capital appreciation while managing downside risks through continuous oversight and rebalancing. Their approach is rooted in fundamental analysis and prudent asset allocation, designed for retirement and family wealth management.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.21% | $6.4M | 12,870 | $420.08 | $497.41 | +$1.2M |
J JPM | JPMORGAN CHASE & CO. | 4.05% | $4.2M | 14,400 | $239.88 | $289.91 | +$399.8K |
J JPST | J P MORGAN EXCHANGE TRADED F | 3.99% | $4.1M | 81,208 | $50.38 | $50.68 | -$375.5K |
A AAPL | APPLE INC | 3.98% | $4.1M | 19,992 | $250.12 | $205.17 | -$737.0K |
I IBTG | ISHARES TR | 3.86% | $4.0M | 173,485 | $22.84 | $22.93 | -$90.8K |