MU
MU

Mark Howard Udis

19 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
489 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

820 Manhattan Avenue, Suite 102, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Certuity, LLC
March 2006 - Present · 19 yrs 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.