MFA GLOBAL CONSULTING GROUP LLC

RIASEC Registered
Total AUM
$500K
Discretionary
$0
0% of AUM
Avg account
$8.6K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
Beverly Hills, California
CRD number
171944
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • MARCOS FIGUEROA

    CEOCRD 4673815

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth