Mdl Capital Management, Incorporated is a large advisory firm based in Pittsburgh. It manages $790.09 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Mdl Capital Management, Incorporated provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mdl Capital Management, Incorporated is $790.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mdl Capital Management, Incorporated for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Caldwell has been acting as President since 1 Sep 2000. Edward Ali Adatepe has served as the Chief Investment Officer since 1 Sep 2000. Daryl Marion Mendenhall joined the executive team most recently as the Senior Fixed Income Investment Strategist.
The principal office where Mdl Capital Management, Incorporated performs its advisory services is located at 309 Smithfield Street, Pittsburgh, PA 15222, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-281-1995 or by fax 412-338-9037. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mdlcapital.com.