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MENGIS CAPITAL MANAGEMENT, INC.
MENGIS CAPITAL MANAGEMENT, INC. is a leading financial management firm that provides expertise in wealth management, investment management, and financial planning. With years of experience and a team of highly qualified professionals, MENGIS CAPITAL MANAGEMENT, INC. is dedicated to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
As a financial expert, MENGIS CAPITAL MANAGEMENT, INC. helps clients in various ways such as:
- Developing personalized investment strategies to achieve financial goals
- Providing expert guidance and advice on wealth management and financial planning
- Implementing and monitoring investment portfolios
- Offering a wide range of financial services to meet clients’ individual needs
Facts and Insights:
MENGIS CAPITAL MANAGEMENT, INC. has a proven track record of success and has earned a reputation for providing exceptional services to its clients. Here are some facts and insights about the firm:
- Founded in 2005, MENGIS CAPITAL MANAGEMENT, INC. has been in the financial management industry for over 15 years.
- The firm has over $500 million in assets under management.
- MENGIS CAPITAL MANAGEMENT, INC. has a team of over 10 highly qualified advisors with years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10+ |
Financial Services Offered:
MENGIS CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Wealth Management
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
Client Types:
MENGIS CAPITAL MANAGEMENT, INC. caters to a wide range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation:
MENGIS CAPITAL MANAGEMENT, INC. follows a transparent fee structure and believes in aligning its interests with its clients. The firm charges a percentage of assets under management as its fee, which can range from 1% to 2%, depending on the size and complexity of the portfolio.
Background:
MENGIS CAPITAL MANAGEMENT, INC. was founded in 2005 by John Mengis, a highly experienced financial advisor with over 20 years of experience in the financial industry. The firm is based in New York City and has grown to become one of the most trusted names in the financial management sector.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MENGIS CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean record and is committed to providing its clients with unbiased and objective advice.