$170.8M Total AUM
$109.4M Disc. AUM
11.8% 3Y CAGR
7 Employees
85 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Columbia Trust ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2006
- Office Locations
- 2
Office Locations
7250 Redwood Blvd Suite 300 Novato CA
-- Lakewood CO
About MCM Wealth
MCM Wealth is a Novato-based RIA with 2 offices. The firm has been operating for 19 years. Managing $170.8M in total assets under management, with 6 advisory representatives. They custody assets with Columbia Trust and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$28.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7.1 yrs AVG TENURE
7 Employees
6 Advisory Reps
4 RIA Reps
19yrs Firm Age
Insights
Request access to benchmark trends tied to insight.
Request access to benchmark trends tied to catalyst.
Request access to benchmark trends tied to eagle harbor.
See the complete signal summary connected to foundation.
Full visibility includes strategy notes for timber meridian optima.
Open the full profile to inspect shifts in focus capital.
Request access to benchmark trends tied to meridian.
Full visibility includes strategy notes for ridge crest.
Accredited Investors
Radial ember
Asset Classes
Frontier Matrix Unison meridian Optima Atlas eagle Wave Glacier capital Meridian
Client Personas
Insight fusion
Investment Themes
Value eagle Optima optima
Investment Vehicles
Peak value Atlas
Services
Pioneer delta Ember vector Quantum prime Glacier Element wave Delta insight
Owner & Executives
GEOFFREY AMEEN HAKIM
FOUNDER, Principal
- CRD
- #2322348
- Ownership
- 50% but less than 75%
(718) 886-6724
peak.momentum@vectorcapital.com
in linkedin.com/in/foundation-capital
R
ROBERT MARK HOYT
Chief Compliance Officer, Principal
- CRD
- #6306107
- Ownership
- 25% but less than 50%
(575) 506-8236
atlas.alpha@bridgecapital.com
in linkedin.com/in/crest-beacon
Showing 2 of 2 owners & executives
Unlock allContacts
M
MATTHEW CRENSHAW GROPP
Wealth Advisor
- CRD
- #6302332
(225) 901-7107
crest.ridge@pioneercapital.com
in linkedin.com/in/focus-frontier
B
Brian Jeffrey Jackson
--
- CRD
- #6561639
(401) 667-6141
radial.crest@vitalcapital.com
in linkedin.com/in/vector-vital
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,388,812 | $347,266 |
| Non-Discretionary | $61,393,899 | $797,323 |
| Total | $170,782,711 | $435,670 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $170,782,711
Private Funds:
21.0% Public Funds:
23.1% Equity - Exchange:
15.6% Cash:
25.5% U.S. Government/Agency:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $239,246,902 | 21.0% |
| Public Funds | $263,171,592 | 23.1% |
| Equity - Exchange | $177,726,270 | 15.6% |
| Cash | $290,514,096 | 25.5% |
| U.S. Government/Agency | $168,612,103 | 14.8% |
| Total | $1,139,270,963 | 100.0% |