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- Custodian
- American Funds · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Optima horizon
- Established Date
- 10-17-2013
- Office Locations
- 1
Office Locations
About MFA Wealth Services
MFA Wealth Services is a Thousand Oaks, CA wealth management firm providing asset management, investment counseling, and advanced wealth planning alongside tax, estate and trust planning (legal work delivered through independent Cornerstone Law Center). The team also advises on insurance solutions including annuities, life and long term care. Client focus includes business owners and entrepreneurs, with portfolios implemented using vehicles such as ETFs and mutual funds, and custody relationships including Fidelity/NFS and Pershing.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
MICHAEL EARL GARNER
Chief Compliance Officer
- CRD
- #4936494
- Ownership
- 50% but less than 75%
CHRISTOPHER D MATTERN
President
- CRD
- #5202739
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,433,490 | $484,964 |
| Non-Discretionary | $642,740 | $6,240 |
| Total | $293,076,230 | $415,122 |
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Separately Managed Accounts
Total SMA Asset: $293,076,230
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $998,728,744 | 18.2% |
| Equity - Exchange | $384,126,440 | 7.0% |
| Private Funds | $1,201,767,005 | 21.9% |
| Other | $373,151,399 | 6.8% |
| U.S. Government/Agency | $526,801,975 | 9.6% |
| Cash | $839,590,648 | 15.3% |
| Equity - OTC | $1,163,354,362 | 21.2% |
| Total | $5,487,520,573 | 100.0% |