M
$41.6M Total AUM
$41.6M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2001
- Office Locations
- 1
Office Locations
6151 Lake Osprey DR Third Floor Sarasota FL
About Mainland Financial
Mainland Financial is a Sarasota-based RIA. The firm has been operating for 25 years. Managing $41.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$832.8K AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Client Personas
Insight signal
Investment Themes
Focus beacon Ridge
Platform
Timber
Services
Eagle glacier Horizon quantum Oak summit Horizon North
Owner & Executives
M
MICHAEL LEE MAINLAND
Director
- CRD
- #2607917
- Ownership
- 75% or more
(443) 420-7592
glacier.eagle@radialcapital.com
in linkedin.com/in/element-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,640,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,640,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,640,566
Cash:
49.5% Equity - Exchange:
50.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $895,881,434 | 49.5% |
| Equity - Exchange | $913,980,048 | 50.5% |
| Total | $1,809,861,482 | 100.0% |