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MFP FINANCIAL SERVICES, LLC
CRD 331681 · SEC 801-130821
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1116 | $148.7M |
| High net worth individuals | 168 | $208.9M |
| Pension/profit sharing plans | 2 | $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