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MFP FINANCIAL SERVICES, LLC
SAFETY HARBOR, FL
727-443-3300
SEC #801-130821Total AUM
$361M
Employees
5Clients
1,293Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
335 NINTH AVE. S.
SAFETY HARBOR
FL 34695
United States
SAFETY HARBOR
FL 34695
United States
Operating Hours
9AM - 5PM M-TH, 9AM - 4PM F
Monday - Friday
Monday - Friday
Phone
727-443-3300
Other Offices
1
Financials
Total AUM
$361M
Accounts
1,498Discretionary
$361M
Accounts
1,498Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,116AUM
$148.7M
HNW Individual Clients
168AUM
$208.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$3.4M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLGAILLAMAMIMNNCNHNJNYOHPASCTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.