Mmgc Financial Services (Palm Desert)

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.

Mmgc Financial Services: assets under management

The assets under management (AUM) of Mmgc Financial Services is $61.37 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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.

Careers at Mmgc Financial Services

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maryanov Madsen Gordon & Campbell	Owner	1 Sep 1993	75% - 100%	99-9999999
Rochelle Marie Moore	President	1 Oct 1999	Other	720820
Michele Marie Moore	President, cco, owner	1 Oct 1999	75% - 100%	720820
Howard Gordon	Vice president	1 Jan 2003	Other	2460890
Bruce Legawiec	Treasurer	1 Jan 2003	Other	4781651
Lyle Pierceall	Vice president	1 Jan 2003	Other	4781654
Robert Baltes	Shareholder	1 Jan 2003	Other	4781656
William Healey	Shareholder	1 Jan 2003	Other	2507993
Maryanov Madsen Gordon & Campbell Certified Public Accountants A Professional Corporation	Owner	1 Feb 2005	75% - 100%	99-9999999

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David S. Suss	Shareholder	1 Jan 2003	25% - 50%	3045860

Based in Palm Desert

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.