MVRK FINANCIAL CONSULTANTS, LLC
Firm details
- Headquarters
- BRADENTON, Florida
- CRD number
- 337225
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Mvrk Financial Consultants, LLC is organized as a limited liability company that identifies itself as a capital allocator and an adviser that selects other managers rather than operating primarily as a traditional discretionary portfolio manager. FINTRX records classify the firm as unclassified and list its advisory activity as "Selection Of Other Advisers." The firm reports fee arrangements that include hourly charges, fixed fees, and other non-standard pricing, which is consistent with a consulting or manager‑selection model. FINTRX notes that Mvrk is not flagged as an active ESG investor, is not a multi‑state adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1Josiah Sears
Founder and CEOCRD 7309300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRADENTON, FL
MANATEE
Location
BRADENTON, FL
Headquartered in BRADENTON, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 6400 Manatee Ave W
- Time zone
- ET (UTC-5)
- Office locations
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