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MG FINANCIAL MANAGEMENT, LLC
CRD 285346
118 WOOD STREET, DOYLESTOWN, PA, 18901, United States
Phone
215-669-2676
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.8M
Discretionary AUM
$29.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $11.1M |
| High net worth individuals | 9 | $18.4M |
| Charitable organizations | 1 | $242K |
Official SEC filing: View on IAPD