FLAVIN FINANCIAL SERVICES, INC. - WhaleWisdom.com

Dec 31, 2024 · Flavin Financial Services is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $129,790,840 (Form ADV from 2024-08-13). Their last …

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$129790840
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FLAVIN FINANCIAL SERVICES, INC. - WhaleWisdom.com

2 weeks from now

Dec 31, 2024 · Flavin Financial Services is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $129,790,840 (Form ADV from 2024-08-13). Their last …

whalewisdom.com

$672000
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Flavin Financial Services Inc. Takes $672,000 Position In Johnson ...

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1 day ago · Flavin Financial Services Inc. bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 4th quarter, according to its most recent 13F filing with …

etfdailynews.com

$748000
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Flavin Financial Services Inc. Takes $748,000 Position In

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4 days ago · Flavin Financial Services Inc. acquired a new stake in Pfizer Inc. (NYSE:PFE - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund …

marketbeat.com

$129
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Flavin Financial Services Review 2025 - Investor.com

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Oct 16, 2024 · Flavin Financial Services, registered in 2024, serves 2 state(s) with a licensed staff of 3 advisors. Flavin Financial Services manages $129.8 million and provides investment …

investor.com

$129.79
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FLAVIN FINANCIAL SERVICES, INC. | Form ADV - Radient

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Aug 13, 2024 · FLAVIN FINANCIAL SERVICES, INC. filed its most recent ADV on August 13, 2024. The firm disclosed $129.79 M in assets. Its largest client type are high net worth …

radientanalytics.com

$128220631
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COORDINATED FINANCIAL SERVICES, INC. - WhaleWisdom.com

2 weeks from now

Dec 31, 2024 · Coordinated Financial Services is based out of Denver. Their last reported 13F filing for Q4 2024 included $128,220,631 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$118404409
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MILLER FINANCIAL SERVICES LLC - WhaleWisdom.com

2 weeks from now

Dec 31, 2024 · Miller Financial Services is based out of Marshall. Their last reported 13F filing for Q4 2024 included $118,404,409 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$287000
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Flavin Financial Services Inc. Takes $287,000 Position In

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4 days ago · Flavin Financial Services Inc. purchased a new stake in shares of Comcast Co. (NASDAQ:CMCSA - Free Report) in the 4th quarter, according to its most recent Form 13F …

marketbeat.com