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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 13, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $401.1K
      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

15

name start date
Matthew Robert Sathe
January 2017
David Lee Harris
January 2017
Nicholas Charles Newell
April 2017
Brittany Lauren Manning
January 2017
Andrew D Sathe
January 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mcf Advisors Management, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Lee Harris Chief Executive Officer January, 2017 50% to 75%
      Robert Bruce Sathe Chairman January, 2004 25% to 50%
      Timothy Andrew Gavin Chief Compliance Officer (Cco) January, 2013 less than 5%
      Andrew D Sathe Vice President, Senior Financial Consultant January, 2017 less than 5%
      Brittany Browning Manning Vice President, Finance January, 2017 less than 5%
      Alyssa Ann Potter Vp, Sr. Plan Consultant March, 2017 less than 5%
      Kristopher J Kellinghaus Chief Investment Officer December, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees