Mmgc Financial Services is a large advisory firm based in Palm Desert. It manages $61.37 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Mmgc Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mmgc Financial Services is $61.37 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mmgc Financial Services for their services and products based on a percentage of assets under management and hourly charges. 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.
Rochelle Marie Moore has been acting as President since 1 Oct 1999. Maryanov Madsen Gordon & Campbell Certified Public Accountants A Professional Corporation joined the executive team most recently as the Owner.
The principal office where Mmgc Financial Services performs its advisory services is located at 78 000 Fred Waring Drive, Palm Desert, CA 92211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 760-836-9052 or by fax 760-360-1440. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.