Stephen Mulholland is a CFA, CFP-designated registered investment advisor at Mkam Etf LLC, based in Vista, CA, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $7.9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Vista, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the Managing Member and Chief Investment Officer of Mulholland & Kuperstock Asset Management, LLC, dedicating a significant portion of his time to managing client portfolios and the business. He also serves as Principal and Chief Investment Officer of MKAM ETF LLC, focusing on portfolio management and business operations, taking up a substantial amount of his time.
Employment History
Current Registrations
Mkam Etf LLC
Mulholland & Kuperstock Asset Management, LLC
Previous Registrations
Gsg Capital Advisors, LLC
State Registrations3 states
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