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MG&A WEALTH
PLANTATION, FL
954-289-9000
SEC #801-108236Total AUM
$1B
Employees
15Clients
657Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8151 PETERS ROAD
SUITE 3200
PLANTATION
FL 33324
United States
SUITE 3200
PLANTATION
FL 33324
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
954-289-9000
Other Offices
1
Financials
Total AUM
$1B
Accounts
1,924Discretionary
$868.4M
Accounts
1,380Non-Discretionary
$149.5M
Accounts
544
Clients
Individual Clients
413AUM
$125.8M
HNW Individual Clients
231AUM
$833.7M
Pooled Vehicle Clients
2AUM
$47.1M
Charitable Organization Clients
9AUM
$605.2K
Corporation or Business Clients
2AUM
$10.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
CAFLGANCNENJNYPRTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.