MFC Portfolios, Inc
Firm details
- Headquarters
- ,
- CRD number
- 150711
- Website
- mfcportfolios.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.29%
- Individuals1.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MFC Portfolios, Inc. operates as a small, independent registered investment adviser focused on individuals and families, with owner-type listed as an individual. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, using a fee mix of percentage-of-AUM and hourly charges. Investment activity shows a clear tilt toward public equities delivered primarily through exchange-traded vehicles and separately managed account structures. The firm is not positioned as an ESG or pension consultant, and it does not report multi-state adviser status. Portfolio construction appears centered on liquid, equity-oriented strategies with customization at the account level. Given the asset and custodian mix, MFC Portfolios emphasizes taxable-appropriate solutions and account-level management rather than large fund-of-funds allocations or extensive third‑party alternative manager programs.
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 Equities60%
- US Government Bonds34%
- Other3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Robert Leahy
Founder & CEOCRD 2079799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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