Mark
Choate

Malaga Cove Capital, LLC

CRD#46027
Investment Advisor
in Palos Verdes Peninsula, CA

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About this Advisor

Mark Choate is a financial advisor operating in Palos Verdes Peninsula, California with 15 years of relevant experience. Choate works at Malaga Cove Capital, LLC. Their career trajectory has included roles at Malaga Cove Capital, LLC and Retired. Choate maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Malaga Cove Capital, LLC is a firm operating out of Palos Verdes Peninsula, CA. It has $210 million in assets between its 501 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 501 client accounts, 24% are held by high-net-worth clients who have at least $1 million in assets available to invest. Malaga Cove Capital, LLC has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually vary depending on the type of financial services provided. However, fees billed by Malaga Cove Capital, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

425 Via Corta Suite 303
Palos Verdes Peninsula, CA 90274

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Malaga Cove Capital, LLC Brokerage Details

Total Assets Under Management

$209,531,620

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

501

CA Average: 3,727
Average Account Size

$418,227

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mark Choate Work History

Mark has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Malaga Cove Capital, LLC

2007 - Present (17 years)

Retired

*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 Mark Choate 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 Malaga Cove Capital, LLC

Alfred Walsh
Palos Verdes Peninsula, CA
Mark Choate
Palos Verdes Peninsula, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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