Flint Financial Investments Management Corporation (Fort Myers)

Name: Flint Financial Investments Management Corporation
Address: 12629 New Brittany Boulevard, Fort Myers, FL, 33907
Telephone: 239-936-2777

Flint Financial Investments Management Corporation is a large advisory firm based in Fort Myers. It manages $91.42 million of regulatory assets for 268 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Ohio, and Texas.

Flint Financial Investments Management Corporation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Flint Financial Investments Management Corporation: assets under management

The assets under management (AUM) of Flint Financial Investments Management Corporation is $91.42 million. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.15 million in discretionary accounts and $12.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Flint Financial Investments Management Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Flint Financial Investments Management Corporation

Eric Joel Hynden has been acting as President since 1 Sep 2000. Sherri Lynn Hynden joined the executive team most recently as the Vice President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sherri Lynn Hynden	Vice president, chief compliance officer	1 Sep 2000	50% - 75%	1188867
Eric Joel Hynden	President	1 Sep 2000	50% - 75%	1264719

Based in Fort Myers

The principal office where Flint Financial Investments Management Corporation performs its advisory services is located at 12629 New Brittany Boulevard, Fort Myers, FL 33907, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-936-2777 or by fax 239-936-7075. The normal business hours are 9:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.flintfinancial.com.