Medical Funding Professionals

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Stateline, Nevada
CRD number
311323
Fee structure
Other

Firm profile

FINTRX

Overview

Medical Funding Professionals is organized as a limited liability company and operates as an institutional registered investment adviser focused on serving institutional clients. Ownership is held by an individual. The firm does not present itself as a capital allocator and reports an unconventional fee structure labeled as "other" rather than standard asset-based or performance-based models. It is not active on ESG investing, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has not supplied additional detail on its day-to-day advisory or business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stephen Brock

    Stephen Brock

    CEOCRD 3158274

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stateline, NV

Douglas

Location

Stateline, NV

Headquartered in Stateline, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Douglas
Address
297 Kingsbury Grade
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth