Mpwm Advisory Solutions LLC
Mpwm Advisory Solutions LLC (CRD# 169885) is a financial advisory firm headquartered in New York, NY. They manage $64,475,834 in 101 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$638,375
- A percentage of assets under your management
- 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)
GA, NH, NJ, NY, TX, WA
James Garfinkel (CRD# 5052743) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in New York, NY and has over 9 years of experience in the finance industry.