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Mfb Financial (Mishawaka)


Mfb Financial is a large advisory firm based in Mishawaka. It manages $91.99 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2002.




Mfb Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mfb Financial: assets under management

The assets under management (AUM) of Mfb Financial is $91.99 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $80.65 million in discretionary accounts and $11.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $517 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $630.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mfb Financial for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Mishawaka

The principal office where Mfb Financial performs its advisory services is located at 4100 Edison Lakes Parkway, Mishawaka, IN 46545 3465, 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 574-273-7611 or by fax 574-273-7811. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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