MFP, LLC

RIASEC Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$1.1M
Accounts
38
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 21%, Non-Exchange Traded Equities 15%, Investment Grade Corp Bonds 5%, State & Local Bonds 4%, US Government Bonds 3%, Cash & Cash Equivalents 2%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities21%
  • Non-Exchange Traded Equities15%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds4%

Contacts

1 of 1
  • KENDALL MADDOX

    Managing MemberCRD 4475820

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth