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MG&A WEALTH
MEG GREEN & ASSOCIATES, INC.
CRD 284866 · SEC 801-108236
8151 PETERS ROAD, SUITE 3200, PLANTATION, FL, 33324, United States
Phone
954-289-9000
Fax
954-289-9100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$868.4M
Team
15 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISORY FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $125.8M |
| High net worth individuals | 231 | $833.7M |
| Pooled investment vehicles | 2 | $47.1M |
| Charitable organizations | 9 | $605K |
| Corporations/business entities | 2 | $10.6M |
States served
CA, GA, NE, NJ, NY, NC, PR, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD