Mogul Wealth Management, Inc.

Overview

Mogul Wealth Management, Inc. is a corporation that serves both individual/family and institutional clients and acts as a capital allocator to external managers. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting and the selection of other advisers. Fee arrangements include a percentage of assets under management and hourly charges. Mogul is affiliated with a broker-dealer and an insurance company and does not position itself as an ESG-focused manager or a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices