SAFETY HARBOR, FLCRD 331681Latest ADV March 31, 2026
Mfp Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Safety Harbor, FL. Its latest Form ADV filing, dated March 31, 2026, reports $361M in regulatory assets under management, 5 employees, 1 office, and 1,498 accounts.
Assets Under Management
$361M
Employees
5
Offices
1 office
Total Clients
1,286
Primary office
SAFETY HARBOR, FL
335 NINTH AVE. S., SAFETY HARBOR, FL, United States
Top client segmentIndividuals represent 86.8% of total clients.
Top client categories% of clientsClients
1
Individuals
86.8%
1,116
2
HNWI
13.1%
168
3
Pension Plans
0.2%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of March 31, 2026
Discretionary100.0%
$361M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$361M
Total Accounts1,498
10Y AUM Change+$361M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee257:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.