This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-1998
- Office Locations
- 1
Office Locations
About Mentor Financial Advisory Group, Ltd.
Mentor Financial Advisory Group is an independent, fee-only RIA providing comprehensive financial planning and investment advisory services for physicians and other professionals. The firm delivers written plans, tax planning, benefits analysis, portfolio monitoring, insurance and estate planning, and debt/cash-reserve guidance. Public filings indicate portfolios are primarily built with ETFs and public funds, with Charles Schwab as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TAN KHOA NGO
Chief Compliance Officer, President
- CRD
- #2026078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,982,865 | -- |
| Total | $87,982,865 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing