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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MCS Financial Advisors LLC
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|---|---|
| CRD # | 106327 |
| SEC # | 801-36692 |
| CIK # | |
| AUM | $156.8 M (2025-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 541-345-7023 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 6.5 |
| (b) Individuals (high net worth individuals) | 52 | 138.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 156.8 |
| By Discretionary | ||
| Discretionary | 214 | 156.7 |
| Non-Discretionary | 2 | 0.1 |
| Total | 216 | 156.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 155.0 | |
| Total | 216 | 156.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MWS Capital Consultants LLC
✚
|
IL | 0.2 |
|
Leatherback Investments LLC
✚
|
NJ | 0.2 |
|
Algorithmic Investment Models LLC
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|
MA | 0.2 |
|
Prosperity Road LLC
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|
CA | 0.2 |
|
Outfitter Financial LLC
✚
|
ME | 0.2 |
|
Bautis Financial LLC
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|
NJ | 0.2 |
|
Moment Private Wealth LLC
✚
|
MO | 0.2 |
|
Highpass Asset Management LLC
✚
|
CO | 0.2 |
|
Elevate Capital Advisors Inc
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|
CO | 0.2 |
|
D & G Advisory Group LLC
✚
|
0.2 |