Mfac Financial Advisors, Inc.

Mfac Financial Advisors, Inc. (CRD# 114519) is a financial advisory firm headquartered in Westlake Village, CA. They manage $48,848,662 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
32107 Lindero Canyon Road, Suite 227, Westlake Village, CA 91361
http://www.mfac-fa.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $775,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MD

Financial Advisors at Mfac Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tad Jakes, financial advisor Westlake Village CA
Tad E. Jakes
CRD#: 3113196
32107 Lindero Canyon Road, Suite 227, Westlake Village, CA 91361

Tad Jakes (CRD# 3113196) is an Investment Advisor Representative working at Mfac Financial Advisors, Inc. in Westlake Village, CA and has over 25 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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