MCS Family Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 106327
- Registered since
- May 31, 1990
- Website
- mcsfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.02%
- Individuals3.93%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MCS Family Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 1990. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional entities. Its billing mixes an asset-based fee and hourly charges. The adviser is not positioned as a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser or a pension consultant.
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
- US Government Bonds78%
- Exchange Traded Equities13%
- State & Local Bonds6%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Jeffrey Yamada
Wealth CounselorCRD 4348036
Michael Stalker
Portfolio ManagerCRD 1161401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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