MG Financial Services

Overview

MG Financial Services is a small, single-owner advisory practice organized as a sole proprietorship that provides portfolio management primarily to individuals, families and small businesses. The firm’s business profile combines accounting services with discretionary investment management; its fees are charged as a percentage of assets under management. The adviser does not identify as an ESG investor, does not market as a multi-state or pension consultant, and does not present itself as a capital allocator or a related-adviser network. SEC registration year is not provided in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices