Mdta LLC is a large advisory firm based in Cambridge. It manages $5.02 billion of regulatory assets for 17,391 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Mdta provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and 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.
The assets under management (AUM) of Mdta LLC is $5.02 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mdta LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Susan Anne Foley has been acting as President since 1 Nov 1997. David Mark Goldsmith has served as the Chief Investment Officer since 1 Aug 2002. Kenneth J Revis joined the executive team most recently as the Chief Operating Officer.
The principal office where Mdta LLC performs its advisory services is located at 125 Cambridgepark Drive, Cambridge, MA 02140 2329, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-234-2200 or by fax 617-234-2210. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hbss.com.