Mecklenburg Financial Group
RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$69.6K
Accounts
47
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149050
- Website
- www.mecklenburgfinancial.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mecklenburg Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, billing both as a percentage of assets under management and via hourly fees. It does not present itself as a capital allocator and is not identified as a multi-state adviser or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Tiddy
Managing MemberCRD 1452672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations