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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 13, 2019
    • $569.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 754
      Accounts
    • $755.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Mark Evans Underwood
February 2006
Kedest Baharu
February 2006
Katrina Valerie Lamb
March 2007
Joseph David Potosky
February 2006
Christopher Carley Schaefer
February 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mv Financial Group, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Masood Vojdani President December, 2005 75% or more
      Mark Evans Underwood Chief Compliance Officer November, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees