MKT Mediastats, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
13
Advisory reps
3

Firm details

Headquarters
Cambridge, Massachusetts
CRD number
329233
Fee structure
Other

Firm profile

FINTRX

Overview

MKT Mediastats, LLC is organized as a limited liability company operating as an independent registered investment adviser. The firm is identified as being owned by a combination of a domestic entity and an individual. Its public profile on FINTRX lists a fee structure described as "Other," rather than the common asset-based, hourly, or commission models, and it does not characterize itself as a capital allocator. FINTRX indicates the adviser is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. There is no detailed information on the firm’s advisory activities, target client segments, investment strategy, or product mix in the FINTRX snapshot provided, so its market positioning and service focus cannot be further characterized from this record.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gideon Ozik

    Gideon Ozik

    Managing Partner, FounderCRD 5043708

  • Hadar Shezifi

    Co-FounderCRD 7881081

  • Ronnie Sadka

    Managing Partner, FounderCRD 5283203

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cambridge, MA

Middlesex

Location

Cambridge, MA

Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
140 Mount Auburn St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth