Overview
Assets Under Management: $167 million
Headquarters: OCEAN CITY, MD
High-Net-Worth Clients: 3
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, 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: 86.22
Average High-Net-Worth Client Assets: $48 million
Total Client Accounts: 1,672
Discretionary Accounts: 1,672
Regulatory Filings
CRD Number: 170024
Filing ID: 1995816
Last Filing Date: 2025-06-04 15:11:00
Website: https://mfswealth.com