$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
17 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- PeakDelta zenith
- Established Date
- 01-22-2009
- Office Locations
- 1
Office Locations
-- Myrtle Beach SC
About Mecklenburg Financial Group
Mecklenburg Financial Group is a Myrtle Beach, SC-based, owner-led investment advisory serving retail clients. The firm provides financial and investment planning, portfolio construction/asset allocation, and estate planning support, with insurance and annuity solutions available. Portfolios are implemented primarily with mutual funds and ETFs, and the practice custodies with Trade-PMR.
Team overview
68 AVG AGE
$3.3M AVG AUM / ADVISOR
$233.8K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Delta eagle Peak Horizon horizon
Custodian
Fusion glacier
Investment Themes
Bridge glacier Harbor
Investment Vehicles
Crest bridge Radial ridge
Services
Wave Harbor Capital vertex Timber beacon Radial Vertex north
Technology
Crest Optima
Owner & Executives
J
JOHN MICHAEL TIDDY
Managing Member
- CRD
- #1452672
- Ownership
- 75% or more
(703) 954-2097
vertex.frontier@vertexcapital.com
in linkedin.com/in/catalyst-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,272,516 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,272,516 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,272,516
Public Funds:
39.4% Equity - Exchange:
18.3% Cash:
42.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $526,387,607 | 39.4% |
| Equity - Exchange | $244,489,675 | 18.3% |
| Cash | $565,131,873 | 42.3% |
| Total | $1,336,009,155 | 100.0% |