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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Mfac Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
Tad E. Jakes
CRD#: 3113196
32123 Lindero Canyon Road, Suite 210, 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 19 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
15260 Ventura Blvd. #940, Sherman Oaks, CA 91403

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.

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