MFA GLOBAL CONSULTING GROUP LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 171944
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MFA Global Consulting Group LLC is a small, client-facing advisory and insurance brokerage that manages a compact asset base and focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for liquid, exchange-traded equity exposure as its primary allocation. Its business mix combines advisory services with insurance brokerage activity, which suggests a product set that can blend investment portfolios with insurance solutions. Although not flagged as an active ESG investor, the firm does allocate to alternative exposure in the form of digital currency and uses mutual funds as part of its investment toolkit. MFA Global Consulting Group LLC operates under an owner-managed structure and targets individual and family clients rather than institutional or pension mandates. The advisory model appears tilted toward non-discretionary relationships, where clients retain trade authority while the firm provides counsel and portfolio construction.
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 Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1MARCOS FIGUEROA
CEOCRD 4673815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 9350 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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