Mfo-Usa Advisory, LLC
% of assets managed in Memphis, TN
State registeredNo commissions reported
Public-record details
- Address
- 813 Ridge Lake Blvd., Suite 100, Memphis, TN 38120
- Phone
- (901) 507-2150
- Listed under
- % of assets managed
- CRD number
- 302109
- Registration
- State registered: LA, TN
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Other (Referral to Other Advisers)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Selection of other advisers
- Regulatory assets under management
- $32.1 million
- Accounts managed
- 34
- Clients reported (Form ADV 5.D)
- 15
- Individual / high-net-worth clients
- 4 / 11
- Employees
- 3
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-04-24
Read the official record
- SEC IAPD summary for CRD 302109 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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