FLANAGAN FINANCIAL MANAGEMENT

FLANAGAN FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 167486). Regulatory assets under management: $24.1M.

Registration

• CRD: 167486
• Type: Registered investment adviser
• Phone: 607-373-2300
• Latest filing: 2026-03-12
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search