MP3 Finance LLC
Firm details
- Headquarters
- ,
- CRD number
- 331694
- Website
- mp3finance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MP3 Finance LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its retail fee models include hourly billing, subscription arrangements, and fixed fees rather than percentage-of-assets billing. MP3 Finance does not identify as an active ESG investor and is not flagged as a multi-state adviser.
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
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1
Matthew Pederson
OwnerCRD 7922207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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