MEDICAL FUNDING PROFESSIONALS
Firm details
- Headquarters
- STATELINE, Nevada
- CRD number
- 311323
- Website
- medicalfundingpro.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEPHEN BROCK
CEOCRD 3158274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
P4G CAPITAL MANAGEMENT, LLC
RIASTATELINE, NV
MISSION FINANCIAL GROUP, LLC
RIALAS VEGAS, NV
PALISADE INVESTMENTS, LLC
RIAZEPHYR COVE, NV
ENDOWMENT PARTNERS LLC
RIALAS VEGAS, NV
OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
RIARENO, NV
OAK BAY FINANCIAL, LLC
RIAHENDERSON, NV