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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave peakUnison momentum
- Established Date
- 01-03-2011
- Office Locations
- 2
Office Locations
About MF Advisers, Inc.
MF Advisers, Inc. is a fee-only fiduciary RIA serving individuals, families, and businesses from Pennsylvania and Florida. The firm provides wealth management, investment advice, and financial planning, including outside asset reviews, debt and insurance planning, college/529 and estate planning, and employer retirement plan support (401(k), 403(b), SEP IRA). Portfolios primarily use ETFs and public funds, with custody through Schwab.
Team overview
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Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
MARTIN A FEDERICI JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5060087
- Ownership
- Less than 5%
MATTHEW JOSEPH FENEDICK
President
- CRD
- #2655724
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,178,443 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $35,678,443 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,678,443
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,972,475,955 | 40.6% |
| Public Funds | $1,914,176,173 | 39.4% |
| Cash | $971,663,032 | 20.0% |
| Total | $4,858,315,160 | 100.0% |