MF ADVISERS, INC.
CRD 155518
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$35.7M
Discretionary AUM
$35.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Verify reputation
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- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
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- Better Business Bureau →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $24.6M |
| High net worth individuals | 4 | $10.7M |
| Pension/profit sharing plans | 1 | $0 |
| Charitable organizations | 2 | $313K |
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/401-K-FIRM/
- HTTPS://WWW.YELP.COM/BIZ/MF-ADVISERS-DALLAS
- HTTPS://WWW.YOUTUBE.COM/WATCH?V=POXKW1ITJQK
- HTTPS://WWW.LINKEDIN.COM/COMPANY/403-B-FIRM/
- HTTPS://FACEBOOK.COM/MFADVISERS
- HTTPS://FACEBOOK.COM/401KFIRM
- HTTPS://FACEBOOK.COM/403BFIRM
- HTTPS://FACEBOOK.COM/THEFINANCIALFORMULA
- HTTPS://FACEBOOK.COM/THEFINANCIALEQUATION
- https://mfadvisers.com
- HTTPS://WWW.QUORA.COM/TOPIC/MF-ADVISERS-COMPANY
- HTTPS://TWITTER.COM/MFADVISERS
- HTTPS://WWW.PINTEREST.COM/MFADVISERS/
- HTTPS://TWITTER.COM/401KFIRM
- HTTPS://TWITTER.COM/403BFIRM
- HTTPS://LINKEDIN.COM/COMPANY/MF-ADVISERS-INC./
Official SEC filing: View on IAPD