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Mark Carroll Huffman

Mark C. Huffman, Cpa/ria

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About Mark Carroll Huffman

Mark Huffman is a Registered Investment Advisor and Certified Public Accountant. Mark is a principal at Mark C. Huffman, CPA/RIA located in San Diego, California. Mark has been in the industry since May 1997 and has a specializations in Financial Planning and Portfolio Management for Individuals.

Firm Information

Mark Huffman is currently registered with Mark C. Huffman, Cpa/ria. Mark C. Huffman, CPA/RIA is an investment advisory firm with $110,200,000 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals and businesses. The firm's regulatory assets under management are primarily from individuals other than high-net-worth individuals.

$110.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Huffman’s Registration & Firm History

CA

05/30/2024 - Present

Mark C. Huffman, Cpa/ria (SAN DIEGO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Carroll Huffman.
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