← Tributary

MFO INVESTMENTS

BIRMINGHAM, MI · CRD 322007 · IAPD ↗ · (248) 406-4900

$243.5MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — MFO INVESTMENTS (BIRMINGHAM, MI) left the SEC roster (was $243.5M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.