Overview
Assets Under Management: $145 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 45
Average Client Assets: $1.7 million
Frequently Asked Questions
MGM LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136725), MGM LLC is subject to fiduciary duty under federal law.
MGM LLC is headquartered in ALBUQUERQUE, NM.
MGM LLC serves 45 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, MGM LLC offers financial planning and portfolio management for individuals. View all service details ↓
MGM LLC manages $145 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, MGM LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.34%
Average Client Assets: $1.7 million
Total Client Accounts: 261
Discretionary Accounts: 261
Regulatory Filings
CRD Number: 136725
Filing ID: 1724666
Last Filing Date: 2023-03-31 11:06:00