A complete list of active advisors currently associated with MMM Capital Ventures
Warmer can help you find a great advisor at MMM Capital Ventures or one who fits your needs even better.
MMM Capital Ventures is a small, recently formed advisory firm that primarily serves individual retail investors and custodial accounts for minors, providing portfolio management and financial planning. Like many supported firms, it generally charges asset-based advisory fees and offers ongoing, discretionary portfolio management for clients. The firm follows an active, market-timing approach that blends technical analysis of price charts and indicators with sentiment measures and market news to seek entry and exit points. Its implementation can be tactical and sophisticated, including the use of options (a regularly rolled call strategy), leveraged ETFs, and covered-call overlays, and it offers both discretionary and non‑discretionary management arrangements. Notable for its size, the firm also engages in performance-based fee arrangements for qualified clients and offers a direct-indexing strategy implemented through Schwab Personalized Indexing, with Schwab responsible for day‑to‑day trading under a wrap arrangement. The brochure discloses custodial‑provided benefits from its chosen custodian and the outside employment of a managing member, both of which the firm identifies and manages as potential conflicts of interest.
To learn more about the advisors currently working at MMM Capital Ventures, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse MMM Capital Ventures's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Huntington Beach, CA
| 0
| |
Brick, NJ
| 0
|
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