$234.0K Total AUM
$234.0K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2022
- Office Locations
- 1
Office Locations
-- Sacramento CA
About Mechfi
MECHFI is an independent investment advisory firm in Sacramento, CA serving retail clients. The firm provides financial planning and discretionary portfolio management, with an ETF-centric approach (the majority of SMA assets in ETFs). Accounts are custodied on Altruist, and the practice launched in 2022.
Team overview
27 AVG AGE
$234.0K AVG AUM / ADVISOR
$39.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Mark P Dyer
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #6468994
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $234,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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