The MID ATLANTIC FINANCIAL MANAGEMENT, INC. is a privately held investment adviser that advises $63.14Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MID ATLANTIC FINANCIAL MANAGEMENT, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 490.69% over the last 5-years.
The Group has been registered with the SEC for 42.18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 225 office locations with their Headquarters at 858 CAMP STREET, NEW ORLEANS, LOUISIANA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,284 employees comprised of 614 investment and 670 non-investment staff. The total number of Employees increased by 330.87% over the last 5-years.
Their $63.14Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1,159 other accounts. Assets of High Net Worth Individuals clients own $46.07Bn or 72.96% of Total Assets and Individuals own $12.48Bn or 19.77% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MID ATLANTIC FINANCIAL MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.