MC Financial Management

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

22454 E Weaver Dr, Aurora, Colorado, 800...

Phone Number

(303) 680-2717

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About MC Financial Management

MC Financial Management, Inc. is an investment advisory firm that offers personalized investment management services to individuals and business owners, focusing on areas such as retirement, estate management, and college savings. With over 20 years of experience, the firm assists clients in making informed financial decisions to secure their financial future against challenges like inflation and healthcare costs. Their primary clientele includes those planning for retirement or already retired, and they are dedicated to helping clients achieve their financial goals through a commitment to excellence and tailored strategies. Operating mainly in Colorado, MC Financial Management is a Registered Investment Adviser and may also serve clients in other states under specific regulations.Explore more
MC Financial Management's Social MediaPopular SearchesMc Financial Management IncFinancial Management IncMC Financial ManagementMC Financial ManagementhttpMcfinancial Management IncSIC Code 62,628NAICS Code 52,523Show more

MC Financial Management Org Chart

PhoneEmail
Martin Chedid, President & Investment Planner at MC Financial Management
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President & Investment Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MC Financial Management

<$5M
11-50
Private
-
1996
Martin Chedid, President & Investment Planner at MC Financial Management
Martin ChedidPresident & Investment Planner
<$5M
1-10
Private
-
2004
KM
Kristen MedlinDirector, Operations
<$5M
11-50
Private
-
2018
N/A
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MC Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MC Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MC Financial Management.

MC Financial Management Tech Stack

A closer look at the technologies used by MC Financial Management

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Frequently Asked Questions Regarding MC Financial Management

What is MC Financial Management's official website?
MC Financial Management's official website is www.mcfinancial.com
What is MC Financial Management's Revenue?
MC Financial Management's revenue is <$5 Million
What is MC Financial Management's SIC code?
MC Financial Management's SIC: 62,628
What is MC Financial Management's NAICS code?
MC Financial Management's NAICS: 52,523
How many employees does MC Financial Management have?
MC Financial Management has 11-50 employees
What industry does MC Financial Management belong to?
MC Financial Management is in the industry of: Finance, Securities Trading
What is MC Financial Management competition?
MC Financial Management top competitors include: Bay Harbor Wealth Management, Tedstrom Wealth, Somerset Wealth Strategies, Vertex Capital Advisors
What technology does MC Financial Management use?
Some of the popular technologies that MC Financial Management uses are: NS1, Squarespace Online Stores, Adobe Typekit, Wistia
How do I contact MC Financial Management?
MC Financial Management contact info: Phone number: (303) 680-2717 Website: www.mcfinancial.com
What does MC Financial Management do?

MC Financial Management, Inc. is an investment advisory firm that offers personalized investment management services to individuals and business owners, focusing on areas such as retirement, estate management, and college savings. With over 20 years of experience, the firm assists clients in making informed financial decisions to secure their finan... cial future against challenges like inflation and healthcare costs. Their primary clientele includes those planning for retirement or already retired, and they are dedicated to helping clients achieve their financial goals through a commitment to excellence and tailored strategies. Operating mainly in Colorado, MC Financial Management is a Registered Investment Adviser and may also serve clients in other states under specific regulations.Read More

What are MC Financial Management social media links?
MC Financial Management Linkedin page
Is MC Financial Management a public company?
MC Financial Management is private company therefore does not currently have an official ticker symbol
See more information about MC Financial Management

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