Mvrk Financial Consultants, LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Palm Harbor, Florida
CRD number
337225
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mvrk Financial Consultants, LLC is an independent registered investment adviser organized as a limited liability company and classified as a domestic entity. The firm positions itself primarily as a capital allocator, with advisory activity focused on selecting other advisers rather than running a large lineup of proprietary strategies. Fee arrangements are not limited to a single model; the firm uses hourly charges, fixed fees and other custom fee structures. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser in the available data. Its industry affiliation is recorded broadly as an investment adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • Josiah Sears

    Josiah Sears

    Founder and CEOCRD 7309300

Contacts

1 of 1
  • Matthew Bell

    Matthew Bell

    PartnerCRD 6982033

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Harbor, FL

Pinellas

Location

Palm Harbor, FL

Headquartered in Palm Harbor, FL, in the South of the United States.

Region
South
County
Pinellas
Address
361 N Carolina Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth