Mfac Financial Advisors, Inc.
Mfac Financial Advisors, Inc. (CRD# 114519) is a financial advisory firm headquartered in Westlake Village, CA. They manage $32,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,600,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tad Jakes (CRD# 3113196) is an Investment Advisor Representative working at Mfac Financial Advisors, Inc. in Westlake Village, CA and has over 18 years of experience in the finance industry. Tad Jakes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mitchell Freedman (CRD# 4437107) is an Investment Advisor Representative working at Mfac Financial Advisors, Inc. in Sherman Oaks, CA and has 1 year of experience in the finance industry.