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MFA WEALTH SERVICES
100 E. Thousand Oaks Blvd.
#258
Thousand Oaks, California 91360
Tel: 833-496-5474
About MFA WEALTH SERVICES
MFA WEALTH SERVICES, formally registered with the SEC as MFA WEALTH SERVICES. The firm was established in 10/24/2016. They have over 2 offices throughout the country.
MFA WEALTH SERVICES is a Thousand Oaks, California based Financial Planning firm with nearly $248,238,257 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169013 |
| SEC# | 801-108548 |
| Assets Managed by Firm | $248,238,257 |
| No. of Clients | 608 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 608 | $248,238,257 |
| Individuals (other than high net worth individuals) | 177 | $209,792,152 |
| High net worth individuals | 5 | $38,446,105 |
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