M
$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · T. Rowe Price · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-1995
- Office Locations
- 1
Office Locations
2850 W. Horizon Ridge Pkwy. Suite 200 Henderson NV
About MLD Investment Advisory, Inc.
MLD Investment Advisory, Inc. is a Henderson-based RIA. The firm has been operating for 31 years. Managing $18.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and T. Rowe Price.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL LARRY DIERSEN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1134513
- 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 | $18,800,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,800,816 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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