M
CRD: 114519
Mfac Financial Advisors, Inc.
$74.1M Total AUM
$73.9M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2001
- Office Locations
- 1
Office Locations
32107 Lindero Canyon Road Suite 227 Westlake Village CA
About Mfac Financial Advisors, Inc.
MFAC Financial Advisors, Inc. is an independent, fee-only fiduciary firm providing customized financial planning, wealth management, and investment management for individuals and families navigating career growth, life transitions, and rising financial complexity. Advisors hold CFP®, CPA/PFS, and EA credentials, serve clients nationwide via remote engagement, and maintain offices in California and Maryland.
Team overview
47 AVG AGE
$37.0M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
Available
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Available
Available
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
MITCHELL FREEDMAN
Chief Executive Officer, President
- CRD
- #4437107
- Ownership
- 75% or more
Available
Available
Available
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TAD EVAN JAKES
Senior Wealth Manager
- CRD
- #3113196
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,939,559 | -- |
| Non-Discretionary | $120,573 | -- |
| Total | $74,060,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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