Mundial Financial Group, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
149531
Registered since
January 14, 2011

Firm profile

FINTRX

Overview

Mundial Financial Group, LLC is organized as a limited liability company and has been SEC-registered since 2011. The ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and the available fields indicate it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not identified as a pension consultant or as a related adviser. The firm has provided minimal public detail about its advisory activities, client types, fee structure or specific business lines in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Bravin

    Michael Bravin

    Chief Compliance OfficerCRD 2758037

Contacts

3 of 4
  • Geoffrey Team

    Registered RepresentativeCRD 6834508

  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Aaron Krischer

    TraineeCRD 8208905

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth