Mogul Wealth Management, Inc.
Mogul Wealth Management, Inc. (CRD# 144711) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $18,890,087 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$255,271
- A percentage of assets under your management
- Hourly charges
- 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)
Phillip Cook (CRD# 804885) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 13 years of experience in the finance industry. Phillip Cook 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.