MFAC FINANCIAL ADVISORS, INC.

Overview

Mfac Financial Advisors, Inc. is an independent, corporation-structured registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related business activities; its filings list "accountant" among both business and industry affiliations. Ownership is individual, and the firm bills clients through a mix of percentage-of-AUM, hourly and fixed fees (plus other fee arrangements). The adviser does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Advisory services focus on client-level planning and discretionary portfolio management rather than institutional or pension consulting.

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Public Holdings

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Location & Offices