Mfi Associates, Ltd (Ardmore)

Mfi Associates, Ltd is a pension cosultant based in Ardmore. It manages $2.84 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Mfi Associates provides security ratings or pricing 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.

Mfi Associates: assets under management

The assets under management (AUM) of Mfi Associates, Ltd is $2.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.84 million each.

Mfi Associates has custody of $2.84 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mfi Associates, Ltd for their services and products based on a percentage of assets under management. 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 Mfi Associates, Ltd

Paul Maury Prusky has been acting as President since 1 Jan 1970. Steven George Prusky joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Maury Prusky	President	1 Jan 1970	75% - 100%	368498
Steven George Prusky	Vice president	1 Sep 1989	Other	2655805

Based in Ardmore

The principal office where Mfi Associates, Ltd performs its advisory services is located at 25 East Athens Avenue, Ardmore, PA 19003 2229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.