MCS Financial Advisors LLC

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Assets, Funds, Holdings

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MCS Financial Advisors LLC
CRD #106327
SEC #801-36692
CIK #
AUM $157.5 MM (2024-02-29)
Employees 2 (100% Investors, 0% Brokers)
Phone541-345-7023
Address2215 NW Lolo Dr
Bend, OR 97703-7307
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
200160120804002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 13 7.1
(b) Individuals (high net worth individuals) 52 138.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 11.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 213 157.5
By Discretionary
Discretionary 213 157.5
Non-Discretionary 0 0.0
Total 213 157.5
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 155.7
Total 213 157.5
Comparable Firms State AUM ($BB)
Winning Points Advisors LLC
FL 0.2
JK Financial Inc
TX 0.2
Whalen Wealth Management Inc
NV 0.2
TTG Financial Inc
OH 0.2
Milestone Asset Management Group LLC
CT 0.2
Weis Advisory LLC
IA 0.2
Genter Advisors LLC
CA 0.2
Southern Capital Services Inc
AL 0.2
Oregon Pacific Financial Advisors Inc
OR 0.2
Spring Capital Management LLC
TX 0.2
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