MKG FINANCIAL GROUP, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 104214
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.19%
- HNWI21.85%
- Charitable Organizations9.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MKG Financial Group, Inc. is a small, privately owned advisory firm that manages portfolios for individual and family clients and provides portfolio management services to small businesses and institutions. The firm charges fees as a percentage of assets under management and operates on a primarily discretionary basis. MKG is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator or pension consultant.
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 Equities85%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents6%
Contacts
2 of 2MARK GASKILL
PresidentCRD 848103
Anthony Gaskill
Client Services and OperationsCRD 6583132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 205 SE Spokane St
- Time zone
- PT (UTC-8)
- Office locations
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