$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-12-2024
- Office Locations
- 1
Office Locations
-- Cameron Park CA
About MP3 Finance LLC
MP3 Finance is a founder-led California registered investment adviser led by Matthew Pederson, providing financial planning and investment guidance for individuals and small-business owners, with a focus on retirement planning. The firm builds portfolios using public funds and ETFs alongside fixed income and cash, and also supports tax, estate, and insurance planning. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$55.7K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
M
Matthew Allen Pederson
Chief Executive Officer, Owner
- CRD
- #7922207
- 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 | $1,838,628 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,838,628 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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