Overview
Assets Under Management: $672 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 431
Average Client Assets: $1 million
Frequently Asked Questions
FLYNN ZITO CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152689), FLYNN ZITO CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FLYNN ZITO CAPITAL MANAGEMENT, LLC is headquartered in GARDEN CITY, NY.
FLYNN ZITO CAPITAL MANAGEMENT, LLC serves 431 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, FLYNN ZITO CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FLYNN ZITO CAPITAL MANAGEMENT, LLC manages $672 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, FLYNN ZITO CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 431
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,823
Discretionary Accounts: 1,819
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 152689
Filing ID: 1944887
Last Filing Date: 2025-03-07 17:21:00
Website: https://lpl.com