MLD INVESTMENT ADVISORY, INC.
Firm details
- Headquarters
- HENDERSON, Nevada
- CRD number
- 118571
- Custodians
- SCHWAB INSTITUTIONAL
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.34%
- Individuals21.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MLD Investment Advisory, Inc. is a small, fee-based advisory firm that serves individual and family clients. The firm operates as a corporation owned by an individual and combines advisory work—portfolio management for individuals and small businesses—with broker-dealer registered representative and insurance-broker activities. Its client billing is based on a percentage of assets under management. MLD does not present itself as an ESG investor and appears focused on traditional wealth-management services rather than institutional consulting or multi-state advisory operations.
Assets & Accounts
Public Holdings
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 Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Contacts
1 of 1MICHAEL DIERSEN
Financial Advisor / PresidentCRD 1134513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HENDERSON, NV
CLARK
Location
HENDERSON, NV
Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 2850 W Horizon Ridge Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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