MDO Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319059
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MDO Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and also provides portfolio management for small businesses. Its advisory offerings center on financial planning and discretionary portfolio management. Fee arrangements include a percentage-of-assets billing and fixed-fee engagements. The firm is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor, and it is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents65%
- Public Funds/Mutual Funds35%
Owners & executives
1 of 1Marc Ortega
Managing Member And Chief Compliance OfficerCRD 7518898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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