Overview
Assets Under Management: $313 million
Headquarters: SAFETY HARBOR, FL
High-Net-Worth Clients: 3
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.42
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 1,343
Discretionary Accounts: 1,343
Regulatory Filings
CRD Number: 331681
Filing ID: 1967227
Last Filing Date: 2025-03-26 16:55:00
Website: https://mfpfinancial.com