$61.4M Total AUM
$61.4M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2009
- Office Locations
- 1
Office Locations
-- Darien CT
About MFC Portfolios, INC
MFC Portfolios, INC is a Darien-based RIA. The firm has been operating for 16 years. Managing $61.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and LPL Financial.
Team overview
-- AVG AGE
$61.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
ROBERT PATRICK LEAHY
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2079799
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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