Mca Services, LLC (Greenwood Village)

Mca Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mca Services: assets under management

The assets under management (AUM) of Mca Services, LLC is $266.36 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $163.56 million in discretionary accounts and $102.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mca Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Greenwood Village

The principal office where Mca Services, LLC performs its advisory services is located at 6143 South Willow Drive, Suite 200, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-957-2000 or by fax 303-957-2010. The normal business hours are 8 a.m. - 5 p.m. mst on Monday - Friday. You can find more information about the New York firm at www.madisonliquidity.com.

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