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MG FINANCIAL LLC
CRD 107649 · SEC 801-52511
30 BRAINTREE HILL OFFICE PARK, SUITE 104, BRAINTREE, MA, 02184, United States
Phone
781-848-1163
Fax
781-848-1119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.13B
Team
9 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.6M |
| High net worth individuals | 86 | $1.02B |
| Pooled investment vehicles | 21 | $92.6M |
| Charitable organizations | 1 | $5.2M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD