M
$312.3K Total AUM
$312.3K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2022
- Office Locations
- 1
Office Locations
-- Edinburg TX
About MDO Financial Planning, LLC
MDO Financial Planning, LLC is a Edinburg-based RIA. The firm has been operating for 4 years. Managing $312.3K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$312.3K AVG AUM / ADVISOR
$52.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Marc Daniel Ortega
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #7518898
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $312,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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