RIA Intel›Advisers›New Jersey›MDC FINANCIAL CONSULTING, LLC

MDC FINANCIAL CONSULTING, LLC

Advisory

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$502K

across 29 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

18

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

18 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

LBK FINANCIAL LLC

WHIPPANY, NJ

$15M

MOUNTAIN AVENUE CAPITAL LLC

$15M

ESTEE ADVISORS LLC

SHORT HILLS, NJ

$15M

MR ADVISORS, LLC

$14M

CHUISANO AND ALBERT, L.L.C.

OLD BRIDGE, NJ

$15M

HOSSEINI-NEJAD MOHAMMAD

$14M

Get the full picture on MDC FINANCIAL CONSULTING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MDC FINANCIAL CONSULTING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans