$170.8M Total AUM
$109.4M Disc. AUM
11.8% 3Y CAGR
7 Employees
85 ADV. Clients
19 yrs Firm Age
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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
5.7 yrs AVG TENURE
7 Employees
6 Advisory Reps
4 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Radial ember
Asset Classes
Frontier Matrix Unison meridian Optima Atlas eagle Wave Glacier capital Meridian
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, Managing Partner, 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
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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
H
Harbor legacy
Foundation signal insight
- CRD
- #12134
(623) 223-4200
matrix.bridge@embercapital.com
in linkedin.com/in/oak-delta
Showing 2 of 5 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 |
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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% |