Geoffrey
Hakim
Mcm Wealth
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About this Advisor
Geoffrey Hakim is a financial advisor working in Novato, California with a total of 15 years of industry experience. Hakim currently works for Mcm Wealth. They have spent their complete career at Mcm Wealth. Hakim has a Series 63 license, qualifying them as a securities agent, and is approved to operate in California. Mcm Wealth is a registered investment firm that has its headquarters in Novato, CA. The investment advisory business has offices in four locations and a total of six financial advisors. It administers $125 million in total assets between its 476 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 476 client accounts, 76% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Mcm Wealth most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcm Wealth Brokerage Details
$124,500,183
6
476
$261,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Geoffrey Hakim Work History
Geoffrey has been registered as a financial advisor for 15 years.*
Marin Capital Mgt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Geoffrey Hakim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcm Wealth
Lakewood, CO
Novato, CA
Petaluma, CA
Novato, CA
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