Mustard Seed Financial is an investment advisor in Magnolia with $313.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
432025237
SEC advisor number
801-66155
FINRA CRD number
117737
AUM ?
$313.02 mm
(as of 16 May 23)
Accounts
1,539
(as of 16 May 23)
Employees
11
(10 investment advisory or research)
Office hours
MONDAY-THURSDAY 8:30AM-5:00PM FRIDAY 8:30-NOON, 8:30 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ashby, James, David | Managing Member | 02/2005 | 5-10% |
Glass, Angela, Janet | Managing Member | 01/2011 | 10-25% |
Butterfield, Bruce, Thad | Managing Member | 01/2011 | 10-25% |
Talley, Zachary, D. | Member | 04/2023 | 5-10% |
Baird, Jonathan, David | Managing Member | 01/2013 | 10-25% |
Pinner, Laurie, Bryn | Member | 01/2017 | 5-10% |
Milam, Jennifer, Noel | Member, Chief Compliance Officer | 04/2023 | 5-10% |
Green, Minna, Marjaana | Member | 07/2021 | 5-10% |
Latest filings (excl ownership)
No filings