M
CRD: 331681
MFP Financial Services, LLC
$361.0M Total AUM
$361.0M Disc. AUM
-- 3Y CAGR
5 Employees
1,287 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
335 Ninth Ave. S. Safety Harbor FL
About MFP Financial Services, LLC
MFP Financial Services, LLC is a Safety Harbor, FL-based RIA serving individuals and families nationwide (strong presence in 30+ states). The team provides comprehensive financial planning, personalized asset management, insurance solutions, and tax strategies, with dedicated approaches for empowered women, multigenerational families, retirees, and young families. Securities are offered through LPL Financial.
Team overview
38 AVG AGE
$120.3M AVG AUM / ADVISOR
$280.5K AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRIST MAVRAKOS
Director, Managing Member
- CRD
- #1793086
- Ownership
- 25% but less than 50%
Available
Available
Available
Jordan Eva Mavrakos
Managing Member
- CRD
- #6807665
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $361,000,000 | $240,988 |
| Non-Discretionary | $0 | -- |
| Total | $361,000,000 | $240,988 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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