M
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2022
- Office Locations
- 1
Office Locations
-- Boca Raton FL
About M. D. Falk & Company, Inc.
M. D. Falk & Company, Inc. is a Boca Raton-based RIA. The firm has been operating for 4 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
60 AVG AGE
$4.5M AVG AUM / ADVISOR
$907.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
J
JONATHAN ARLAN FALK
Chief Compliance Officer, President
- CRD
- #4589219
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,539,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,539,006 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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