MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
Adviser information for MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 120 | $138.8M |
| Non-Discretionary | 0 | $0 |
| Total | 120 | $138.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $12.1M |
| HNW Individuals | 30 | $111.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $15.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
4 MAIN STREETORLEANS
MA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 508-255-1651, Fax: 508-255-9243
Websites
Chief Compliance Officer
MCINTYRE, THOMAS P.
PRESIDENT
4 MAIN STREET
ORLEANS
MA
United States
Tel:
508-255-1651
Fax:
508-255-9243
C*********@**********************T
(Full email address available in API data)
Regulatory Contact
DEBBIE STRAUGHN
OPERATIONS MANAGER
4 MAIN STREET
ORLEANS
MA
United States
Tel:
508-255-1651
Fax:
508-255-9243
D*****@**********************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCINTYRE, THOMAS, PATRICK | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 11/1989 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| NOVARTIS AG F SPONSORED ADR 1 | ADR | 3M | 28K | – |
| ABBOTT LABORATORIES | COM | 259K | 2K | – |
| ALCON INC F | COM | 276K | 3K | – |
| ALTRIA GROUP INC | COM | 3M | 59K | – |
| AMGEN INC. | COM | 263K | 842 | – |
| ANHEUSER BUSCH INBEV S F SPONS | COM | 1M | 19K | – |
| ANTERO MIDSTREAM CORP | COM | 153K | 10K | – |
| ANTERO RESOURCES COR | COM | 1M | 33K | – |
| APPLE INC | COM | 219K | 1K | – |
| APPLIED MATERIALS | COM | 10M | 41K | – |
| BIOGEN INC | COM | 252K | 1K | – |
| BLACKSTONE INC | COM | 8M | 61K | – |
| BRISTOL-MYERS SQUIBB | COM | 293K | 7K | – |
| CALUMET INC | COM | 185K | 12K | – |
| CISCO SYSTEMS INC | COM | 3M | 61K | – |
| CORNING INC | COM | 2M | 43K | – |
| CORTEVA INC | COM | 3M | 51K | – |
| DIAGEO PLC F SPONSORED ADR 1 A | COM | 2M | 15K | – |
| DOW INC | COM | 2M | 42K | – |
| DUKE ENERGY CORP | COM | 3M | 26K | – |
| DUPONT DE NEMOURS INC IA | COM | 4M | 45K | – |
| ENBRIDGE INC F | COM | 3M | 77K | – |
| ENERGY SELECT SECTOR SPDR ETF | COM | 3M | 30K | – |
| ENERGY TRANSFER L P LP | COM | 251K | 15K | – |
| ENLINK MIDSTREAM LLC | COM | 450K | 33K | – |
| ENTERPRISE PRODS PART LP | COM | 3M | 114K | – |
| EPSILON ENERGY LTD F | COM | 623K | 114K | – |
| EQT CORP | COM | 721K | 20K | – |
| EXXON MOBIL CORP | COM | 384K | 3K | – |
| HERSHEY CO | COM | 2M | 9K | – |
| INVSC QQQ TRUST SRS 1 ETF | COM | 5M | 10K | – |
| ISHARES BIOTECHNOLOGY ETF | COM | 2M | 14K | – |
| JOHNSON & JOHNSON | COM | 2M | 12K | – |
| KENVUE INC | COM | 666K | 37K | – |
| LGL GROUP INC TRADES WITH DUE | COM | 381K | 71K | – |
| M & T BANK CORP | COM | 2M | 11K | – |
| M-TRON INDS INC | COM | 810K | 23K | – |
| MARATHON OIL CORP | COM | 3M | 103K | – |
| MARATHON PETE CORP | COM | 9M | 51K | – |
| MEDTRONIC PLC F | COM | 2M | 30K | – |
| MERCK & CO. INC. | COM | 4M | 32K | – |
| MICROSOFT CORP | COM | 14M | 32K | – |
| NESTLE S A F SPONSORED ADR 1 A | COM | 2M | 21K | – |
| NEWMONT CORP | COM | 3M | 78K | – |
| NTNL FUEL GAS CO | COM | 3M | 61K | – |
| OCCIDENTAL PETROL CO | COM | 2M | 25K | – |
| OVINTIV INC | COM | 1M | 29K | – |
| PALADIN ENERGY LTD ORDF | COM | 208K | 25K | – |
| PANTHEON RESOURCES ORDF | COM | 11K | 40K | – |
| PEABODY ENERGY CORPORATI | COM | 841K | 38K | – |
| PEPSICO INC | COM | 3M | 17K | – |
| PETROTAL CORP F | COM | 120K | 225K | – |
| PHILLIPS 66 | COM | 418K | 3K | – |
| PROCTER & GAMBLE | COM | 3M | 19K | – |
| RTX CORP | COM | 4M | 37K | – |
| SCHLUMBERGER LTD F | COM | 3M | 58K | – |
| SOUTHWESTERN ENERGY | COM | 960K | 143K | – |
| SUNCOR ENERGY INC F | COM | 3M | 68K | – |
| TEXAS INSTRUMENTS | COM | 973K | 5K | – |
| VANGUARD CONSUMER STAPLES ETF | COM | 1M | 5K | – |
| VANGUARD HEALTH CARE ETF | COM | 1M | 5K | – |
| VANGUARD INDUSTRIALS ETF | COM | 1M | 4K | – |
| VISA INC CLASS A | COM | 2M | 7K | – |
| ALLIANCE RESOURCE PAR LP | OTHER | 489K | 20K | – |
| MPLX LP LP | OTHER | 1M | 27K | – |
| RITHM CAPITAL CORP | OTHER | 109K | 10K | – |
| LGL GROUP INC 25 WTF WARRANTS | WARRANTS | 20K | 57K | – |