Overview
Assets Under Management: $313 million
Headquarters: SAFETY HARBOR, FL
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
MFP FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331681), MFP FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MFP FINANCIAL SERVICES, LLC is headquartered in SAFETY HARBOR, FL.
MFP FINANCIAL SERVICES, LLC serves 81 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, MFP FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MFP FINANCIAL SERVICES, LLC manages $313 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, MFP FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.59
Average High-Net-Worth Client Assets: $2 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