Sign in Sign up for free

Mdic Investment Advisory Service, LLC (Bronxville)


Mdic Investment Advisory Service, LLC is an adviser based in Bronxville. It manages $19.1 million of regulatory assets for 918 client accounts. It has been registered with the SEC as an adviser since 2006.

Logo

Mdic Investment Advisory Service provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mdic Investment Advisory Service: assets under management

The assets under management (AUM) of Mdic Investment Advisory Service, LLC is $19.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mdic Investment Advisory Service, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bronxville

The principal office where Mdic Investment Advisory Service, LLC performs its advisory services is located at 116 Kraft Ave, Bronxville, NY 10708, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-793-4095 or by fax 914-793-4098. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at mdicinc.com.


Registered investment advisers similar to Mdic Investment Advisory Service, LLC