MFA Global Consulting Group LLC

RIASEC Registered
Total AUM
$500K
Discretionary
$0
0% of AUM
Avg account
$8.6K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
Beverly Hills, California
CRD number
171944
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Marcos Figueroa

    CEOCRD 4673815

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth