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Mlf Investments, LLC (Belleair Bluffs)


Mlf Investments, LLC is a large advisory firm based in Belleair Bluffs. It manages $49.75 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

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Mlf Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mlf Investments: assets under management

The assets under management (AUM) of Mlf Investments, LLC is $49.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mlf Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Belleair Bluffs

The principal office where Mlf Investments, LLC performs its advisory services is located at 455 N. Indian Rocks Road, Belleair Bluffs, FL 33770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-450-4950 or by fax 727-450-4959. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at mlfinvestments.com.


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