Mvrk Financial Consultants, LLC
Firm details
- Headquarters
- Palm Harbor, Florida
- CRD number
- 337225
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Josiah Sears
Founder and CEOCRD 7309300
Contacts
1 of 1
Matthew Bell
PartnerCRD 6982033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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