MFP, LLC
Firm details
- Headquarters
- VESTAVIA, Alabama
- CRD number
- 140634
- Custodians
- SCHWAB INSTITUTIONAL
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mfp, LLC is organized as a limited liability company that operates out of a law-firm structure while offering investment advisory services. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its client base is primarily individual and family investors. Regulatory and organizational attributes reported include an individual owner type, no multi-state adviser designation, no active ESG investing program, and no role as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities21%
- Non-Exchange Traded Equities15%
- Investment Grade Corp Bonds5%
- State & Local Bonds4%
Contacts
1 of 1KENDALL MADDOX
Managing MemberCRD 4475820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VESTAVIA, AL
JEFFERSON
Location
VESTAVIA, AL
Headquartered in VESTAVIA, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2550 Acton Rd
- Time zone
- CT (UTC-6)
- Office locations
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