Mears Money Management
Mears Money Management (CRD# 277163) is a financial advisory firm headquartered in , . They manage $27,809,479 in 133 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mears Money Management
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$209,094
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Mears Money Management
1
John Mears (CRD# 2496834) is an Investment Advisor Representative working at Mears Money Management in Valencia, CA and has over 29 years of experience in the finance industry.
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