MFG Family Office LLC

RIASEC RegisteredEst. 2023

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$37M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cdmx,
CRD number: 324211
Registered since: March 13, 2023
Custodians: J.P. MORGAN SECURITIES INC., JP MORGAN SUISSE, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Corporations / Businesses100%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MFG Family Office LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2023). The firm is classified as an institutional registered investment adviser and identifies as a capital allocator serving an institutional client base. Its advisory mandate, per filings, covers portfolio management for individuals and small businesses and the selection of other advisers. The firm charges a mix of fee types — percentage of AUM, hourly, fixed fees and other arrangements — and is not identified as an active ESG investor, a pension consultant, or a related adviser.