FLAVIN FINANCIAL SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	376	$129.8M
Non-Discretionary	0	$0
Total	376	$129.8M

Clients

Type	Number	RAUM
Individuals	107	$34.7M
HNW Individuals	31	$82.2M
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	10	$9.5M
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	<5	$3.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMHourly chargesFixed feesTHIRD PARTY MONEY MANAGER

Identifiers

SEC RIA File Number	801-129689
SEC ERA File Number	801-129689
SEC CIK Numbers	None
SEC CRD Numbers	144473
Legal Entity Identifier	None

Principal Office

2200 S. BABCOCK STREET
MELBOURNE
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic