Company Information

Get to know MacMunn Financial Management, Inc.

Founded in 1999, MacMunn Financial Management, Inc. is a Registered Investment Adviser (RIA) based in Tampa, Florida. The firm operates as a fiduciary, committed to providing objective financial planning and investment management services tailored to the individual goals of its clients. As a "fee-only" firm, their compensation comes directly from clients, not from commissions on financial products, which is intended to align their interests with those of their clients and avoid conflicts of interest. Their core mission is to offer personalized wealth management strategies with a focus on long-term financial security.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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MacMunn Financial Management, Inc.

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.