Mca Services, LLC (Greenwood Village)


Mca Services, LLC is a large advisory firm based in Greenwood Village. It manages $266.36 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Kansas, and New York.

Mca Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mca Services: assets under management

The assets under management (AUM) of Mca Services, LLC is $266.36 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $163.56 million in discretionary accounts and $102.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mca Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
L.P. Eagle Investment Partners Member 1 Jan 1998 75% - 100% 13-3982367
Bryan Evans Gordon General partner 1 Jan 1998 Other 1521290
Llc Btrue Productions Member 1 Apr 2002 75% - 100% 81-0558873
Llc The Harmony Group Ii Member 1 Apr 2002 75% - 100% 13-3959664

Based in Greenwood Village

The principal office where Mca Services, LLC performs its advisory services is located at 6143 South Willow Drive, Suite 200, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-957-2000 or by fax 303-957-2010. The normal business hours are 8 a.m. - 5 p.m. mst on Monday - Friday. You can find more information about the New York firm at www.madisonliquidity.com.