Mustard Seed Financial
Mustard Seed Financial (CRD# 120514) is a financial advisory firm headquartered in Meridian, ID. They manage $95,730,220 in 536 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$178,601
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, OR, TX
Financial Advisors at Mustard Seed Financial
1
Matthew Koehler (CRD# 5763021) is an Investment Advisor Representative working at Mustard Seed Financial in Meridian, ID and has over 13 years of experience in the finance industry.
2
Brian Burks (CRD# 2339250) is an Investment Advisor Representative working at Mustard Seed Financial in Meridian, ID and has over 30 years of experience in the finance industry.
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