Mentor Financial Advisory Group, Ltd.
Mentor Financial Advisory Group, Ltd. (CRD# 115537) is a financial advisory firm headquartered in Del Mar, CA. They manage $58,558,000 in 184 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mentor Financial Advisory Group, Ltd.
By the Numbers
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Total Assets Under Management59MILLION
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Total Number of Accounts184ACCOUNTS
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Average Account Value$318,250
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
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 Mentor Financial Advisory Group, Ltd.
1
Tan Khoa Ngo (CRD# 2026078) is an Investment Advisor Representative working at Mentor Financial Advisory Group, Ltd. in San Diego, CA and has over 34 years of experience in the finance industry.
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