|
⚲
|
| MCS Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 106327 |
| SEC # | 801-36692 |
| CIK # | |
| AUM | $162.6 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 541-345-7023 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.4 |
| (b) Individuals (high net worth individuals) | 54 | 154.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 162.6 |
| By Discretionary | ||
| Discretionary | 220 | 162.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 160.8 | |
| Total | 220 | 162.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 0.2 |
|
Five Eleven Family Office LLC
✚
|
NY | 0.2 |
|
Main Advisory Inc
✚
|
PA | 0.2 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.2 |
|
Lewinter Wealth Advisors LLC
✚
|
0.2 | |
|
Savant Investment Advisers Inc
✚
|
IL | 0.2 |
|
Dedicated Capital Advisors LLC
✚
|
CA | 0.2 |
|
Taurus Financial LLC
✚
|
NJ | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 | |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 0.2 |