MFO INVESTMENTS LLC

MFO INVESTMENTS
BIRMINGHAM, Michigan·2 registered advisors·CRD# 322007
SEC# 801-1265021(248) 406-4900
01

Firm Overview

AUM
$243M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at MFO INVESTMENTS LLC

2 registered advisors
James David Oegema
BIRMINGHAM, Michigan
Joshua Leeds Burrows
BIRMINGHAM, Michigan
05

Office Locations

BIRMINGHAM, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. MFO INVESTMENTS LLC (CRD# 322007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.