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MG&A WEALTH
8151 Peters Road
Suite 3200
Plantation, Florida 33324
Tel: 954-289-9000
About MG&A WEALTH
MG&A WEALTH, formally registered with the SEC as MG&A WEALTH. The firm was established in 08/08/2016. They have over 2 offices throughout the country.
MG&A WEALTH is a Plantation, Florida based Financial Planning firm with nearly $718,512,598 assets under management, offering retirement planning & investment advisory services to 1347 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284866 |
| SEC# | 801-108236 |
| Assets Managed by Firm | $718,512,598 |
| No. of Clients | 1347 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUB-ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1347 | $718,512,598 |
| Individuals (other than high net worth individuals) | 65 | $12,500,000 |
| High net worth individuals | 618 | $697,843,830 |
| Pension and profit sharing plans | Fewer than 5 clients | $168,768 |
| Corporations or other businesses | Fewer than 5 clients | $8,000,000 |
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|---|---|---|---|
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