MAINLAND FINANCIAL
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 119667
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.87%
- Individuals16.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mainland Financial operates as an independently owned limited liability company that provides advisory services primarily to individuals and families. The firm focuses on financial planning and portfolio management for individual clients and small businesses. Compensation is a mix of asset-based fees and hourly charges, and the firm does not act as a capital allocator or a multi-state adviser. Mainland Financial does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents83%
- Exchange Traded Equities17%
Contacts
1 of 1MICHAEL MAINLAND
Managing MemberCRD 2607917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWOOD RANCH, FL
SARASOTA
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 6151 Lake Osprey Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
RETIREMENT MONEY MANAGEMENT
RIALAKEWOOD RANCH, FL
CPA INVESTMENT SOLUTIONS, INC.
RIALAKEWOOD RANCH, FL
POPE WEALTH MANAGEMENT
RIALAKEWOOD RANCH, FL
TRAVER FINANCIAL CONSULTING NETWORK PA
RIALAKEWOOD RANCH, FL
OAK BROOK ADVISORS, LLC
RIALAKEWOOD RANCH, FL
SAGE WEALTH CONSULTING, LLC
RIALAKEWOOD RANCH, FL