Medical Funding Professionals
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
About
Medical Funding Professionals provides business management consulting and capital-raising advisory services to healthcare-related companies — including medical device, pharmaceutical, life sciences, biotechnology — and cannabis industry entities, working with LLCs, corporations, S corporations and DBAs. Its engagements include document production and review, business strategic reviews, a Capital Planning Valuation Strategy (CPVS™) and an invitation-only Secured Financed Services (SFS™) program.
The firm delivers project-based advisory work rather than discretionary portfolio management for individuals, does not custody client assets, and does not use percentage-of-assets-under-management fee arrangements common to many peers. MFP typically structures customized funding roadmaps and capital plans and may accept restricted equity in client companies as part of compensation while helping structure capital raises that can involve both sophisticated and retail investors.
What is distinctive is the firm’s concentrated focus on corporate issuers in regulated healthcare and cannabis sectors and its emphasis on capital-formation and secured finance solutions rather than individual wealth management. The brochure also discloses the use of client testimonials in advertising and an uncommon secured finance model intended to defer certain fixed costs via a company-branded online capital-raising platform.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $160,000 for CPVS™ program; additional $48,000 for SFS™ program
Minimum fee: Flat fee of $160,000 for CPVS™ program (paid in 16 non-refundable installments of $10,000 each) Fee-only: Flat fee consulting services; $160,000 for CPVS™ plus $48,000 additional for SFS™ program
Main office location
Medical Funding Professionals
297 Kingsbury Grade, Suite 203
Lake Tahoe NV 89449-4470, United States
Number of offices
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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