MOLINAR & CO FINANCIAL ADVOCATES
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 338795
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Molinar & Co Financial Advocates operates as a limited liability company, focusing on providing a range of financial services. The firm specializes in financial planning, portfolio management for individuals and small businesses, and pension consulting. While it does not actively engage in ESG investing, it offers a comprehensive suite of advisory services tailored to meet the needs of its clients. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1FRANK MOLINAR
CCOCRD 1479642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2801 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
ESSENTIAL INVESTING
RIAPHOENIX, AZ
EDM CAPITAL, LLC
RIAPHOENIX, AZ
ME FINANCIAL, PLLC
RIAPHOENIX, AZ
KEATS, CONNELLY & ASSOCIATES, INC
RIAPHOENIX, AZ
DYNAMIC
RIAPHOENIX, AZ
MONTEBELLO AVENUE
RIAPHOENIX, AZ