Mogul Wealth Management, Inc.
Mogul Wealth Management, Inc. (CRD# 144711) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $57,694,712 in 156 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts156ACCOUNTS
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Average Account Value$369,838
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mogul Wealth Management, Inc.
1
Phillip Cook (CRD# 804885) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
2
Troy Broyles (CRD# 6881642) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 4 years of experience in the finance industry.
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