Mds Investments, Inc. is an adviser based in Prescott. It manages $35.25 thousand of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona and California.
Mds Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mds Investments, Inc. is $35.25 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mds Investments, Inc. for their services and products based on a percentage of assets under management. 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.
Michael David Strasser has been acting as President since 1 Oct 1997. Janie Catherine Strasser joined the executive team most recently as the Vp.
The principal office where Mds Investments, Inc. performs its advisory services is located at 1129 Iron Springs Road, Prescott, AZ 86305, 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 928-777-2381. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.gofeeonly.com.