Overview
Assets Under Management: $217 million
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 50
Average Client Assets: $4.2 million
Frequently Asked Questions
MGP WEALTH MANAGEMENT, 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 #150315), MGP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MGP WEALTH MANAGEMENT, LLC is headquartered in OAK BROOK, IL.
MGP WEALTH MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, MGP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MGP WEALTH MANAGEMENT, LLC manages $217 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, MGP WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.22%
Average Client Assets: $4.2 million
Total Client Accounts: 56
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 150315
Filing ID: 1204526
Last Filing Date: 2018-03-30 16:20:00