Megstar Financial Management Inc.

RIASEC Registered
Total AUM
$32.3M
Discretionary
$32.3M
100% of AUM
Avg account
$1.5M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
125514
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

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Overview

Megstar Financial Management Inc. is a corporate-structured independent registered investment adviser owned by an individual and focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges advisory fees as a percentage of assets under management. According to available records, Megstar does not position itself as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 40%, Exchange Traded Equities 35%, Non-Exchange Traded Equities 25%40%
  • Cash & Cash Equivalents40%
  • Exchange Traded Equities35%
  • Non-Exchange Traded Equities25%

Contacts

1 of 1
  • Mark Mcnally

    PresidentCRD 2311539

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth