Mundial Financial Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 149531
- Registered since
- January 14, 2011
- Website
- mundialfinancialgroup.com
Firm profile
FINTRXOverview
Mundial Financial Group, LLC is organized as a limited liability company and is listed as having both a domestic-entity and an individual owner. The firm's regulatory and business classification is recorded as "Unclassified" in available records. Reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, and is not labeled a multi-state or newly formed adviser; it is also not marked as a pension consultant or related adviser. Publicly available source fields for this entity do not include descriptions of its advisory activities, fee schedules, client segments, or investment focus. Those gaps mean there is limited visibility into the firm's target clients, service model, or portfolio approach from the supplied data.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Bravin
Chief Compliance OfficerCRD 2758037
Contacts
3 of 5
Monique Romero
FinOpCRD 6712654

Charles Smulevitz
Senior Compliance ManagerCRD 5099387

Benjamin Cohen
Registered RepresentativeCRD 6108436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 477 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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