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Home > Retirement Planners > texas > addison > MGB WEALTH MANAGEMENT, LLC
MGB WEALTH MANAGEMENT, LLC
15455 Dallas Parkway
Suite 1080
Addison, Texas 75001
Tel: 469-965-4001
About MGB WEALTH MANAGEMENT, LLC
MGB WEALTH MANAGEMENT, LLC, formally registered with the SEC as MGB WEALTH MANAGEMENT, LLC. The firm was established in 04/03/2020. They have over 1 offices throughout the country.
MGB WEALTH MANAGEMENT, LLC is a Addison, Texas based Financial Planning firm with nearly $310,460,586 assets under management, offering retirement planning & investment advisory services to 287 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307995 |
| SEC# | 801-118395 |
| Assets Managed by Firm | $310,460,586 |
| No. of Clients | 287 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 287 | $310,460,586 |
| Individuals (other than high net worth individuals) | 27 | $7,072,527 |
| High net worth individuals | 34 | $300,484,450 |
| Pension and profit sharing plans | 1 | $980,083 |
| Charitable organizations | 1 | $1,923,526 |
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