600 Superior Avenue East
Suite 2500
Cleveland, Ohio 44114
Tel: 216-416-7500
MPE PARTNERS, formally registered with the SEC as MPE PARTNERS. The firm was established in 07/28/2017. They have over 2 offices throughout the country.
MPE PARTNERS is a Cleveland, Ohio based Financial Planning firm with nearly $1,462,590,642 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 24 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281787 |
| SEC# | 801-110907 |
| Assets Managed by Firm | $1,462,590,642 |
| No. of Clients | 10 |
| No. of Advisors | 24 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $1,462,590,642 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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