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MC2 FINANCIAL ADVISERS, INC.
CRD 116309
8 SMEDLEY LANE, NEWTOWN SQUARE, PA, 19073, United States
Phone
610-353-7777
Fax
610-353-0542
Registration
— (—)
Source
State registered
Total AUM
$66.1M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $19.6M |
| High net worth individuals | 28 | $46.0M |
| Pension/profit sharing plans | 1 | $485K |
All web addresses on file
Official SEC filing: View on IAPD