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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank · TD Ameritrade
- Clients
- Retail
- Platforms
- OptimaCatalyst catalyst
- Established Date
- 06-25-2003
- Office Locations
- 1
Office Locations
About MC Financial Services, Inc.
MC Financial Services is a Louisville, KY-based retail advisory firm providing financial and investment planning alongside tax and estate planning, business succession guidance, and insurance solutions. The practice emphasizes asset-allocation portfolios implemented primarily with ETFs, with selective use of mutual funds and fixed income. Custody relationships include Schwab and Fidelity, and planning workflows leverage eMoney.
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PAULA MCCONVILLE
Chief Financial Officer
- CRD
- #5632951
ALAN RICHARD NOCITO
President
- CRD
- #1865822
Vertex delta
Capital zenith
- CRD
- #24559
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,335,920 | -- |
| Non-Discretionary | $66,282,001 | -- |
| Total | $68,617,921 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,617,921
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $904,961,907 | 24.1% |
| Other | $998,837,623 | 26.6% |
| Corporate - Investment Grade | $653,374,986 | 17.4% |
| Municipal Bonds | $499,418,812 | 13.3% |
| U.S. Government/Agency | $698,435,330 | 18.6% |
| Total | $3,755,028,658 | 100.0% |