MOGUL WEALTH MANAGEMENT, INC.

RIASEC Registered

Total AUM

$59.4M

Discretionary

$59.4M

100% of AUM

Avg account

$402K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: MANHATTAN BEACH, California
CRD number: 144711
Website: www.cookandassoc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals82.5%
HNWI12.33%
Pension & Profit Sharing Plans5.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mogul Wealth Management, Inc. operates as a corporation focused on providing a range of financial advisory services to both individual and institutional clients. The firm is structured to offer comprehensive financial planning, portfolio management for individuals and small businesses, as well as for larger institutions. Additionally, Mogul Wealth Management engages in pension consulting and the selection of other advisers, showcasing its commitment to a diverse array of financial services. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.