Overview

Assets Under Management: $131 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 212
Discretionary Accounts: 212

Regulatory Filings

CRD Number: 107813
Last Filing Date: 2025-02-22 00:00:00
Website: https://mffm.com