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, privately held advisory and insurance brokerage business that focuses on individual and family clients. The firm provides portfolio management for individuals and small businesses and operates under a fee model tied to a percentage of assets under management. It also performs insurance brokerage activities and lists an affiliation with an insurance company. MFA Global is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and appears to operate primarily within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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