Mediate Financial Investment Advisory Services, LLC
Firm details
- Headquarters
- Canfield, Ohio
- CRD number
- 158134
- Website
- mediatefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.45%
- HNWI44.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mediate Financial Investment Advisory Services, LLC is an independent, owner-operated Registered Investment Adviser that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. Its billing options include a percentage-of-AUM fee schedule as well as hourly and fixed-fee engagements. Mediate reports relationships with both an accountant and an insurance company as industry affiliations and lists a preference for equity-oriented portfolios.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities72%
- Cash & Cash Equivalents13%
- US Government Bonds7%
- Sovereign Bonds4%
- Investment Grade Corp Bonds4%
Contacts
3 of 3
Christopher Mediate
PresidentCRD 2726423
John Ryan
Financial Advisor & Director of OperationsCRD 7407700
Christopher Mediate
Director of MarketingCRD 7612308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canfield, OH
Mahoning
Location
Canfield, OH
Headquartered in Canfield, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Midwest
- County
- Mahoning
- Address
- 6674 Tippecanoe Rd
- Time zone
- ET (UTC-5)
- Office locations
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