M
CRD: 144711
Mogul Wealth Management, Inc.
$59.4M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
2 Employees
346 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Value north
- Established Date
- 08-01-2007
- Office Locations
- 1
Office Locations
818 Manhattan Beach Boulevard Suite 200 Manhattan Beach CA
About Mogul Wealth Management, Inc.
Mogul Wealth Management, Inc. (Manhattan Beach, CA) serves retail and institutional clients with financial planning and portfolio construction, including estate/tax planning, retirement plans, and insurance. Investment approach centers on asset allocation using public funds and fixed income, with select real estate and hedge fund exposure. Founder-led; president is also CCO. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$29.7M AVG AUM / ADVISOR
$171.8K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Foundation Prime fusion Legacy
Investment Themes
Peak Eagle
Investment Vehicles
Vital
Services
Catalyst Value ember Oak Harbor Oak Focus horizon
Technology
Eagle
Owner & Executives
PHILLIP ERNEST COOK
Chief Compliance Officer, Financial Professional, President
- CRD
- #804885
- Ownership
- 75% or more
(730) 242-3852
glacier.bridge@catalystcapital.com
in linkedin.com/in/peak-value
Showing 1 of 1 owners & executives
Unlock allContacts
T
Troy I Broyles
--
- CRD
- #6881642
(902) 747-2785
radial.ridge@legacycapital.com
in linkedin.com/in/summit-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,434,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,434,043 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,434,043
Public Funds:
19.2% Cash:
25.4% U.S. Government/Agency:
30.6% Corporate - Investment Grade:
13.4% Municipal Bonds:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $818,625,956 | 19.2% |
| Cash | $1,082,973,920 | 25.4% |
| U.S. Government/Agency | $1,304,685,117 | 30.6% |
| Corporate - Investment Grade | $571,332,698 | 13.4% |
| Municipal Bonds | $486,059,161 | 11.4% |
| Total | $4,263,676,852 | 100.0% |