$500.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
12 yrs Firm Age
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- Custodian
- Folio Investments · Interactive Brokers · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2014
- Office Locations
- 1
Office Locations
9350 Wilshire Blvd Suite 203 Beverly Hills CA
About MFA Global Consulting Group LLC
MFA Global Consulting Group LLC is a retail-focused investment adviser in Beverly Hills, CA providing investment management and portfolio construction with a pragmatic, risk-managed asset allocation approach. The practice highlights ETF- and mutual fund-based implementation and also offers insurance and life insurance planning. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$500.0K AVG AUM / ADVISOR
$8.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARCOS FIGUEROA III
Chief Executive Officer, Chief Operating Officer
- CRD
- #4673815
- 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 | $0 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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