Melhado, Flynn & Associates, Inc. (New York)

Melhado, Flynn & Associates, Inc. is a large advisory firm based in New York. It manages $123.32 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 22 other states.

Melhado, Flynn & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Melhado, Flynn & Associates: assets under management

The assets under management (AUM) of Melhado, Flynn & Associates, Inc. is $123.32 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.66 million in discretionary accounts and $48.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $444.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.42 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Melhado, Flynn & Associates, Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Melhado, Flynn & Associates, Inc.

Frederick Anderson Melhado has been acting as President since 1 Dec 1976. John Hughes Jr Corson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Anderson Melhado	Chairman/director	1 Dec 1976	Other	331543
Henry Munger Jewett	Director	1 Dec 1976	Other	258659
Dennis Clark Hoffman	Finl ops principal/controller	1 Mar 1985	Other	247732
William Gary Roe	Branch mgr/vp	1 May 1986	Other	402454
Robert Charles Dohrenwend	Municipal principal/director/secretary	1 Nov 1987	Other	69468
David Hale Talbot	Managing director - healthvest advisors inc., a subsidiary of melhado, flynn & assoc., inc.	1 Aug 1995	Other	442080
Peter Allan Buhl Melhado	Shareholder	1 Mar 1998	Other	1939196
John Quinton Ables	Branch mgr/vp	1 Oct 1998	Other	1287996
G Suzanne Vancio	Senior and compliance registered options principal/avp	1 Jun 1999	Other	1578407
Pierce John Flynn	President/director	1 May 2000	Other	210395
George Michael Motz	Chairman of executive committee/director/compliance officer	1 May 2000	Other	341621
John Hughes Jr Corson	Senior vice president	1 Jun 2000	Other	500067
Doris Spence Kennedy	Shareholder	1 Jun 2002	Other	xxx-xx-xxxx
Pierce John Flynn	Shareholder	1 Dec 2002	Other	210395
George Michael Motz	President/ceo chairman of executive committee/director/compliance officer	1 Dec 2002	Other	341621
John Quinton Ables	Shareholder	1 Jun 2003	Other	1287996
G Suzanne Vancio	Financial ops principal/controller/senior and compliance registered options principal	1 Jul 2003	Other	1578407
Dennis Clark Hoffman	Shareholder	1 Aug 2003	Other	247732
Jeanne Marie Mccarthy	Financial ops principal/director of compliance coordination	1 Aug 2003	Other	1379712
Alexander Maclin Cripps	Senior and compliance registered options principal	1 May 2004	Other	4595640
Sandra Teresa Turner	Senior and compliance registered options principal	1 Jul 2005	Other	1599333
John Hughes Jr Corson	Deputy compliance officer	1 Dec 2005	Other	500067
John Hughes Jr Corson	Chief compliance officer	1 Oct 2006	Other	500067

Based in New York

The principal office where Melhado, Flynn & Associates, Inc. performs its advisory services is located at 530 Fifth Ave, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Bluffton, SC. It doesn’t run an office outside of the United States.