Mpwm Advisory Solutions LLC

Mpwm Advisory Solutions LLC (CRD# 169885) is a financial advisory firm headquartered in New York, NY. They manage $47,643,182 in 101 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $471,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

GA, NJ, NY, WA

Financial Advisors at Mpwm Advisory Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
James H. Garfinkel
CRD#: 5052743
641 Lexington Ave, 15th Floor, New York, NY 10022
93
Wealthminder
score

James Garfinkel (CRD# 5052743) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in New York, NY and has over 8 years of experience in the finance industry.

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