Mcs Family Wealth Advisors

Mcs Family Wealth Advisors (CRD# 106327) is a financial advisory firm headquartered in Bend, OR. They manage $157,477,593 in 213 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
750 Nw Charbonneau St., Suite 201, Bend, OR 97703
https://www.linkedin.com/company/542440/
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $739,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Mcs Family Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Michael Stalker, financial advisor Bend OR
Michael C. Stalker
CRD#: 1161401
750 Nw Charbonneau, Ste 201, Bend, OR 97703

Michael Stalker (CRD# 1161401) is an Investment Advisor Representative working at Mcs Family Wealth Advisors in Bend, OR and has over 35 years of experience in the finance industry.

2
Jeffrey Yamada, financial advisor Bend OR
Jeffrey B. Yamada
CRD#: 4348036
750 Nw Charbooneau Ste 201, Bend, OR 97703

Jeffrey Yamada (CRD# 4348036) is an Investment Advisor Representative working at Mcs Family Wealth Advisors in Bend, OR and has over 18 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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