MDC FINANCIAL CONSULTING, LLC

MDC FINANCIAL CONSULTING, LLC is an SEC-registered investment adviser (CRD 121585). Regulatory assets under management: $14.6M.

Registration

• CRD: 121585
• Type: Registered investment adviser
• Phone: (201) 666-6838
• Latest filing: 2026-01-23
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search