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 presents as a small, specialized advisory entity that directs client capital into private placement opportunities. The firm’s client base is institutional, and its filings show a narrow operating footprint — it is not registered as a multi-state adviser and is not identified as an active ESG investor. The firm is organized as a limited liability company and is owned by an individual; its public profile classifies it outside the usual RIA peer buckets. The firm’s activity profile points to deal-oriented work rather than broad discretionary portfolio management. Although it is not flagged as a capital allocator, the firm lists third‑party private placements among its investment channels. That combination suggests a role that focuses on sourcing or facilitating access to private funding structures for institutional counterparties rather than running large multi-manager sleeves or liquid ETF-driven strategies. Fee arrangements are listed as “other,” which is consistent with bespoke transactional or placement-related fee models (finder fees, structuring fees, or deal-level carry) rather than standard AUM‑based advisory fees.

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth