Mcs Family Wealth Advisors
Mcs Family Wealth Advisors is an SEC-registered wealth manager with $162.6M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Mcs Family Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106327, SEC 801-36692, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $162.6M (2026-02-06)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 65
- CRD
- 106327
- Ownership
- STALKER, MICHAEL, CHARLES; YAMADA, JEFFREY, B; THE RESTATED STALKER FAMILY TR; MICHAEL STALKER AND DEBORAH STALKER, TRUSTEES
How much AUM does Mcs Family Wealth Advisors have?
Mcs Family Wealth Advisors reported $162.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Mcs Family Wealth Advisors?
Disclosed owners and executives of Mcs Family Wealth Advisors include STALKER, MICHAEL, CHARLES, YAMADA, JEFFREY, B, THE RESTATED STALKER FAMILY TR; MICHAEL STALKER AND DEBORAH STALKER, TRUSTEES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.