MFA Global Consulting Group LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 171944
- Website
- www.mfagcg.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MFA Global Consulting Group LLC is a small, non-independent retail registered investment advisor structured as an LLC and owned by an individual. The firm primarily serves individual and family clients and provides portfolio management for individuals and small businesses. It also operates as an insurance broker and maintains an industry affiliation with an insurance company. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Marcos Figueroa
CEOCRD 4673815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 9350 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Onpoint Financial Management LLC
RIABeverly Hills, CA
Sagewater Wealth Management LLC
RIABeverly Hills, CA
JS Alan, LLC
RIABeverly Hills, CA
Borris Nii & Company
RIABeverly Hills, CA
United Global Advisors, LLC
RIABeverly Hills, CA
Jaffe Asset Management LLC
RIABeverly Hills, CA