MFA WEALTH SERVICES
Firm details
- Headquarters
- THOUSAND OAKS, California
- CRD number
- 169013
- Registered since
- October 24, 2016
- Website
- www.mfaws.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals81.37%
- HNWI18.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MFA Wealth Services is an independent, SEC-registered registered investment adviser that focuses on individual and family clients. Founded for SEC registration in 2016, the firm operates as a corporation owned by an individual and also conducts business as a registered representative of a broker-dealer and as an insurance broker. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM model plus hourly and fixed-fee options. MFA Wealth Services is not identified as an active ESG investor and does not operate across multiple states as a multi-state adviser.
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 Equities80%
- Other10%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2CHRISTOPHER MATTERN
President, CEOCRD 5202739
MICHAEL GARNER
Chief Compliance OfficerCRD 4936494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$106M in ETFs
84%
$88.6M
13%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $14.4M | 22,065 | 13.66% |
Location
THOUSAND OAKS, CA
VENTURA
Location
THOUSAND OAKS, CA
Headquartered in THOUSAND OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 100 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
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