Mischler Financial Group, Inc.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 37818
- Registered since
- March 9, 1995
- Website
- mischlerfinancial.com
Firm profile
FINTRXOverview
Mischler Financial Group, Inc. is organized as a corporation and is classified in the snapshot data as an investment bank. The firm’s ownership is recorded as a combination of a domestic entity and individual owners. The profile does not present information about advisory mandates, fee schedules, or client segments; what is available is focused on organizational classification and operating attributes. The snapshot indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Those attributes suggest Mischler Financial Group’s primary identity is transactional or capital-markets oriented rather than functioning as a multi-state wealth advisory or outsourced allocator.
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
Owners & executives
2 of 2
Carl Spangler
Chief Financial OfficerCRD 5928605

Dean Chamberlain
Chief Executive OfficerCRD 2262338
Contacts
3 of 79
Bernard Ward
Institutional SalesCRD 1533118

Doyle Holmes
PresidentCRD 1556260

Richard Tilghman
Managing DirectorCRD 446938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 19800 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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