Migh Financial Planner, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283067
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.06%
- Individuals20.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Migh Financial Planner, LLC is an independent, privately owned registered investment adviser organized as an LLC and focused on serving individual and family clients, including small-business owners. Its core services are financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser does not identify itself as a capital allocator, does not report active ESG investing, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities49%
- Investment Grade Corp Bonds16%
- US Government Bonds10%
- State & Local Bonds9%
- Non-Exchange Traded Equities7%
Contacts
1 of 1Michael Hudick
OwnerCRD 6679085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Ruda Financial
RIAPublic Advisors LLC
RIANew York, NY
MLD Investment Advisory, Inc.
RIAHenderson, NV
Lifepoint Financial Design
RIASalt Lake City , UT
Ryan Heritage, LLP
RIASaddle Brook, NJ
Andante Financial
RIABurlington, MA