Be advised. This firm is no longer registered.

Mitlin Financial, Inc.

Mitlin Financial, Inc. (CRD# 158247) is a financial advisory firm headquartered in Hauppauge, NY. They manage $56,754,494 in 320 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
140 Adams Avenue, Suite B-12, Hauppauge, NY 11788
https://www.twitter.com/mitlinfinancial
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $177,358
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Mitlin Financial, Inc.
No Advisor Found.

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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