|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MFP Financial Services LLC
✚
|
|
|---|---|
| CRD # | 331681 |
| SEC # | 801-130821 |
| CIK # | |
| AUM | $313.1 M (2025-03-26) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 727-443-3300 |
| Address | 335 Ninth Ave S Safety Harbor, FL 34695 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 549 | 120.3 |
| (b) Individuals (high net worth individuals) | 81 | 189.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,343 | 313.1 |
| By Discretionary | ||
| Discretionary | 1,343 | 313.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,343 | 313.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.1 | |
| Total | 1,343 | 313.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Presper Financial Architects LLC
✚
|
OH | 0.3 |
|
Boyum Wealth Architects LLC
✚
|
MN | 0.3 |
|
Vigilare Wealth Management LLC
✚
|
AZ | 0.3 |
|
Abbey Street LLC
✚
|
MN | 0.3 |
|
HFP Wealth Management LLC
✚
|
TX | 0.3 |
|
Rebel Financial LLC
✚
|
OH | 0.3 |
|
Cayside Partners LLC
✚
|
FL | 0.3 |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 0.3 |
|
Naples Asset Management Co LLC
✚
|
NC | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |