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Building 2MFB FINANCIAL

Map pinMISHAWAKA, IN
Phone574-273-7611
NotebookSEC #801-61401
Total AUM
$92M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 EDISON LAKES PARKWAY
SUITE 300
MISHAWAKA
IN 46545-3465
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
574-273-7611

ReceiptFinancials

Total AUM
$92M
Accounts
174
Discretionary
$80.7M
Accounts
156
Non-Discretionary
$11.3M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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