Mullintbg Advisory Services, LLC (Irvine)

Mullintbg Advisory Services, LLC is a large advisory firm based in Irvine. It manages $425.36 million of regulatory assets for 372 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, Arkansas, California, and 12 other states.

Mullintbg Advisory Services provides selection of other advisers, publication of newsletters, educational seminars and workshops, and advisor managed model portfolio svcs, dc model portfolio services, dc nvestment advice, investment consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mullintbg Advisory Services: assets under management

The assets under management (AUM) of Mullintbg Advisory Services, LLC is $425.36 million. The firm's AUM has grown by 555% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $382.33 million in discretionary accounts and $43.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.61 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mullintbg Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Mullintbg Advisory Services, LLC

Yong Jin Lee has been acting as President since 1 May 2013. Deanna Bernice Mcmahon has served as the Chief Investment Officer since 1 Sep 2006 and James Wallace Mcinnes is the Chief Executive Officer of Mullintbg Advisory Services, LLC family office. Joseph Edward Hess joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in Irvine

The principal office where Mullintbg Advisory Services, LLC performs its advisory services is located at Jamboree Center, 5 Park Plaza, Irvine, CA 92614, which is also the mailing address of the firm. An additional office of the firm is in El Segundo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-794-6000 or by fax 949-794-6091. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www2.mullintbg.com/.

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