MP3 FINANCE LLC
Firm details
- Headquarters
- CAMERON PARK, California
- 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 that serves individual, family and institutional clients. The firm offers fee-based financial planning and portfolio management for individuals, small businesses, and business or institutional accounts. Its fee arrangements include hourly billing, subscription fees and fixed fees rather than asset-based or commission models. MP3 Finance does not identify as an active ESG investor, is not multi-state registered, and does not list itself as a capital allocator or pension consultant.
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 1Matthew Pederson
OwnerCRD 7922207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMERON PARK, CA
EL DORADO
Location
CAMERON PARK, CA
Headquartered in CAMERON PARK, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- EL DORADO
- Address
- 3546 Fairway Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
5 TALENTS ADVISORS, INC
RIACAMERON PARK, CA
LANE FLORENCE, LLC
RIACAMERON PARK, CA
THE WEALTH MASTERY, LLC
RIAPALO ALTO, CA
SHOREBIRD, LLC
RIANEWPORT BEACH, CA
JSW GLOBAL CAPITAL GROUP
RIAFRESNO, CA
SHIFTING THE CULTURE WEALTH PARTNERS LLC
RIALos Angeles, CA