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
Mulholland & Kuperstock Asset Management, LLC
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts123ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Mulholland & Kuperstock Asset Management, LLC
1
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 (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.
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