Megstar Financial Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 125514
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities25%
Contacts
1 of 1Mark Mcnally
PresidentCRD 2311539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Venn Wealth & Benefit Services, LLC
RIAAltoona, PA
Oberlin Wealth Partners, LLC
RIABryan, OH
Point Wealth, LLC
RIAWausau, WI
Glastonbury Cpa's Financial Advisors, LLC
RIAGlastonbury, CT
Ballheim Financial LLC
RIABull Market Investment Management, Inc.
RIAMiami, FL