Mvrk Financial Consultants, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Palm Harbor, Florida
CRD number
337225
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mvrk Financial Consultants, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator and adviser-of-advisers: its advisory activity is described as the selection of other advisers rather than acting primarily as a traditional discretionary portfolio manager. Its business model relies on fee-based consulting rather than asset-based billing, with fee structures that include hourly charges, fixed fees and other non-AUM arrangements. The firm does not flag itself as an active ESG investor, and it is not identified as a multi-state or pension consultant. FINTRX classifies the firm under the broader “other investment adviser” affiliation, consistent with a consultancy or manager-of-managers role rather than a wirehouse or broker-dealer distribution platform.

Assets & Accounts

Investments & Alternatives

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
  • Josiah Sears

    Josiah Sears

    Founder and CEOCRD 7309300

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Harbor, FL

Pinellas

Location

Palm Harbor, FL

Headquartered in Palm Harbor, FL, in the South of the United States.

Region
South
County
Pinellas
Address
361 N Carolina Ave
Time zone
ET (UTC-5)
Office locations

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