Mulholland & Kuperstock Asset Management, LLC

Mulholland & Kuperstock Asset Management, LLC (CRD# 300850) is a financial advisory firm headquartered in Vista, CA. They manage $36,665,061 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
138 Civic Center Drive, Suite 204-227, Vista, CA 92084
https://www.mk-am.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $298,090
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Mulholland & Kuperstock Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Kuperstock, financial advisor Vista CA
Mark H. Kuperstock
CRD#: 1385178
138 Civic Center Drive, Suite 204-227, Vista, CA 92084

Mark Kuperstock (CRD# 1385178) is an Investment Advisor Representative working at Mulholland & Kuperstock Asset Management, LLC in Vista, CA and has over 38 years of experience in the finance industry.

2
Stephen Mulholland, financial advisor Vista CA
Stephen R. Mulholland
CRD#: 6630878
138 Civic Center Drive, Suite 204-227, Vista, CA 92084

Stephen Mulholland (CRD# 6630878) is an Investment Advisor Representative working at Mulholland & Kuperstock Asset Management, LLC in Vista, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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