AdvisorOS Directory
Claim Profile
JM

Jeffrey Brian Mokychic

MAKEFIELD CAPITAL MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
Unclaimed Profile
4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 5901612Firm CRD# 156704
01

About

Jeffrey Brian Mokychic is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MAKEFIELD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
MAKEFIELD CAPITAL MANAGEMENT, LLC
MAKEFIELD CAPITAL MANAGEMENT, LLC
AUM
$11M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MAKEFIELD CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5901612
Firm CRD# 156704
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CENTER VALLEY?

Browse all registered financial advisors in CENTER VALLEY, Pennsylvania or claim this profile if it's yours.

Browse CENTER VALLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Brian Mokychic offer?
Jeffrey Brian Mokychic specializes in Investment Management, Fee-Only Advisory. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are Jeffrey Brian Mokychic's credentials?
Jeffrey Brian Mokychic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Brian Mokychic located?
Jeffrey Brian Mokychic is based in CENTER VALLEY, Pennsylvania, working with MAKEFIELD CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does Jeffrey Brian Mokychic charge for services?
Jeffrey Brian Mokychic's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAKEFIELD CAPITAL MANAGEMENT, LLC?
MAKEFIELD CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CENTER VALLEY
Leslie Ann Childs — MB, LEVIS & ASSOCIATES,LLCJason Robert Henninger — MB, LEVIS & ASSOCIATES,LLCHerman Lubomir Rij — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJason Brewer Cort — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJohn Bruce Levis — MB, LEVIS & ASSOCIATES,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile