Company Information

Get to know Mahoney Asset Management

Founded by Kenneth Mahoney, Mahoney Asset Management is a Registered Investment Advisor (RIA) based in New York. The firm is dedicated to providing personalized financial planning and investment management with a focus on helping clients achieve their long-term goals, particularly for retirement. Their approach is rooted in a disciplined, long-term investment philosophy, offering a suite of services that includes portfolio management, retirement planning, 401(k) rollovers, and estate planning for individuals, families, and businesses.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Mahoney Asset Management

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.