Mana Financial Life Design

Mana Financial Life Design (CRD# 298277) is a financial advisory firm headquartered in , . They manage $54,552,957 in 398 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.youtube.com/channel/ucd8yovtevdf2rgkglkggf_q
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $137,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Mana Financial Life Design
Showing 1 - 2 of 2 top financial advisors.
1
Stephanie Bucko, financial advisor Glendale CA
Stephanie C. Bucko
CRD#: 5204309
Glendale, CA

Stephanie Bucko (CRD# 5204309) is an Investment Advisor Representative working at Mana Financial Life Design in Glendale, CA and has 1 year of experience in the finance industry.

2
Maria Livadary, financial advisor Glendale CA
Maria C. Livadary
CRD#: 5179231
Glendale, CA

Maria Livadary (CRD# 5179231) is an Investment Advisor Representative working at Mana Financial Life Design in Glendale, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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