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MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
CRD 158134
6674 TIPPECANOE RD, SUITE 6, CANFIELD, OH, 44406, United States
Phone
330-702-3556
Fax
330-702-3559
Registration
— (—)
Source
State registered
Total AUM
$93.8M
Discretionary AUM
$93.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 377 | $70.8M |
| High net worth individuals | 40 | $23.0M |
All web addresses on file
Official SEC filing: View on IAPD