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, privately held advisory and insurance brokerage business that focuses on individual and family clients. The firm provides portfolio management for individuals and small businesses and operates under a fee model tied to a percentage of assets under management. It also performs insurance brokerage activities and lists an affiliation with an insurance company. MFA Global is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and appears to operate primarily within a single state.
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
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