MFC Portfolios, Inc

RIASEC Registered
Total AUM
$61.4M
Discretionary
$61.4M
100% of AUM
Avg account
$1.7M
Accounts
37
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
150711
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI98.29%
  • Individuals1.71%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

MFC Portfolios, Inc. operates as a small, independent registered investment adviser focused on individuals and families, with owner-type listed as an individual. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, using a fee mix of percentage-of-AUM and hourly charges. Investment activity shows a clear tilt toward public equities delivered primarily through exchange-traded vehicles and separately managed account structures. The firm is not positioned as an ESG or pension consultant, and it does not report multi-state adviser status. Portfolio construction appears centered on liquid, equity-oriented strategies with customization at the account level. Given the asset and custodian mix, MFC Portfolios emphasizes taxable-appropriate solutions and account-level management rather than large fund-of-funds allocations or extensive third‑party alternative manager programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 34%, Other 3%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%60%
  • Exchange Traded Equities60%
  • US Government Bonds34%
  • Other3%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Robert Leahy

    Robert Leahy

    Founder & CEOCRD 2079799

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth