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MFP FINANCIAL SERVICES, LLC

CRD 331681 · SEC 801-130821

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335 NINTH AVE. S., SAFETY HARBOR, FL, 34695, United States

Phone

727-443-3300

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$361.0M

Discretionary AUM

$361.0M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals1116$148.7M
High net worth individuals168$208.9M
Pension/profit sharing plans2$3.4M

States served

AZ, GA, IL, LA, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD