Mitlin Financial, Inc.
Mitlin Financial, Inc. (CRD# 158247) is a financial advisory firm headquartered in Hauppauge, NY. They manage $31,456,542 in 252 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts252ACCOUNTS
Average Account Value$124,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops