MG FINANCIAL LLC

30 Braintree Hill Office Park
Suite 104
Braintree, Massachusetts 02184
Tel: 781-848-1163

About MG FINANCIAL LLC

MG FINANCIAL LLC, formally registered with the SEC as MG FINANCIAL LLC. The firm was established in 07/26/1996. They have over 1 offices throughout the country.

MG FINANCIAL LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $1,129,381,569 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107649
SEC#	801-52511
Assets Managed by Firm	$1,129,381,569
No. of Clients	109
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)

Advisory Services Provided

Financial planning services
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	109	$1,129,381,569
Individuals (other than high net worth individuals)	20	$8,015,173
High net worth individuals	74	$1,050,390,300
Charitable organizations	1	$4,105,526

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