$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix alphaPrime +more
- Established Date
- 11-19-2001
- Office Locations
- 1
Office Locations
-- Washington Township NJ
About MDC Financial Consulting, LLC
MDC Financial Consulting, LLC supports public-sector organizations with cybersecurity, technology transformation, and audit/internal-controls readiness, and delivers training through its MDC Business University. Public filings also show it operates as a retail RIA providing financial planning, portfolio construction, and insurance planning, typically implemented with mutual funds and ETFs and custodied at Fidelity/NFS.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$404.8K AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Signal matrix Ember vital
Custodian
Timber eagle Timber Unison element Foundation peak Meridian radial Meridian insight Vector fusion
Investment Themes
North Vertex Vertex matrix
Investment Vehicles
Eagle
Services
Quantum Foundation Summit atlas Timber quantum Eagle horizon Summit value Vertex Catalyst frontier
Technology
Peak prime Ridge Unison summit
Owner & Executives
M
MICHAEL DAVID CHERREY
--
- CRD
- #4564860
- Ownership
- 75% or more
(892) 560-1374
radial.harbor@insightcapital.com
in linkedin.com/in/ridge-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,571,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,571,684 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,571,684
Public Funds:
38.7% Equity - Exchange:
47.6% Cash:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $133,559,661 | 38.7% |
| Equity - Exchange | $164,274,932 | 47.6% |
| Cash | $47,280,810 | 13.7% |
| Total | $345,115,403 | 100.0% |