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 source data as an investment bank. The firm has been SEC-registered since 1995 and is owned as a domestic entity/individual structure. The snapshot indicates the firm does not operate as a capital allocator and is not identified as a multi-state registered investment adviser or a newly formed adviser. Available fields for business and advisory activities were blank in the profile, and the record flags the firm as not being an active ESG investor and not a pension consultant. Taken together, the registrational and classification details point to a business model centered on capital markets or intermediary services rather than on providing discretionary wealth management or substantial advisory AUM.
Assets & Accounts
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
Dean Chamberlain
Chief Executive OfficerCRD 2262338

Carl Spangler
Chief Financial OfficerCRD 5928605
Contacts
3 of 66Thomas Di Galoma
Managing DirectorCRD 1498441
Anthony Farren
Managing DirectorCRD 1697174

Doyle Holmes
PresidentCRD 1556260
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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