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FG&G FINANCIAL SERVICES, LLC
CRD 149180
153 ANDOVER STREET, UNIT 108A, DANVERS, MA, 01923, United States
Phone
978-605-5030
Fax
978-739-2399
Registration
— (—)
Source
State registered
Total AUM
$15.5M
Discretionary AUM
$15.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.2M |
| High net worth individuals | 5 | $9.3M |
Official SEC filing: View on IAPD