Investment adviser · CRD 319279

MECHANICAL FINANCIAL

Investment adviser filing (IA)

MECHANICAL FINANCIAL, LLC

· Form ADV filed Mar 8, 2022

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 8, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

CRD 319279

Filing source

Form ADV 1611143 · Mar 8, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.