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 owned by an individual. The firm positions itself as a capital allocator and adviser-of-advisers: its advisory activity is described as the selection of other advisers rather than acting primarily as a traditional discretionary portfolio manager. Its business model relies on fee-based consulting rather than asset-based billing, with fee structures that include hourly charges, fixed fees and other non-AUM arrangements. The firm does not flag itself as an active ESG investor, and it is not identified as a multi-state or pension consultant. FINTRX classifies the firm under the broader “other investment adviser” affiliation, consistent with a consultancy or manager-of-managers role rather than a wirehouse or broker-dealer distribution platform.
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
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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