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MCS FAMILY WEALTH ADVISORS
MCS FINANCIAL ADVISORS LLC
CRD 106327 · SEC 801-36692
CA, United States
Phone
541-345-7023
Fax
541-345-9871
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.6M
Discretionary AUM
$162.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FAMILY BUSINESS AND FAMILY WEALTH COUNSELING, EXPERT WITNESS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.4M |
| High net worth individuals | 54 | $154.5M |
| Pension/profit sharing plans | 1 | $1.7M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD