MEG GREEN & ASSOCIATES, INC.
Total AUM
$457M
Employees
12Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2627 IVES DAIRY ROAD
SUITE 201
NORTH MIAMI BEACH
FL 33180
United States
SUITE 201
NORTH MIAMI BEACH
FL 33180
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
305-931-1400
Financials
Total AUM
$457M
Accounts
602Discretionary
$369.8M
Accounts
519Non-Discretionary
$87.3M
Accounts
83
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony Conviction
State Registrations
CAFLGANCNJNYPATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.