MFA Wealth Services
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 169013
- Registered since
- October 24, 2016
- Website
- www.mfaws.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals81.37%
- HNWI18.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MFA Wealth Services is an independent, SEC-registered registered investment adviser organized as a corporation and established in 2016. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. MFA also operates as a registered representative of a broker-dealer and as an insurance broker, and it lists formal affiliations with accountants, law firms, and real estate brokers. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities80%
- Other10%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2
Christopher Mattern
President, CEOCRD 5202739
Michael Garner
Chief Compliance OfficerCRD 4936494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$116M in ETFs
83%
$97.1M
13%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.3M | 21,704 | 13.96% |
Location
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 100 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
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