MG Financial Services
RIAState Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$140K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 171697
- Website
- mgfinancial.net
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MG Financial Services is a small, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm combines accountancy services with portfolio management for individuals and small businesses, charging clients a fee based on a percentage of assets under management. The business is run by an individual owner and is organized to provide direct portfolio oversight rather than functioning as a multi-manager allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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