MEGSTAR FINANCIAL MANAGEMENT INC.

MEGSTAR FINANCIAL MANAGEMENT INC. is an SEC-registered investment adviser (CRD 125514). Regulatory assets under management: $32.3M.

Registration

• CRD: 125514
• Type: Registered investment adviser
• Phone: 201-505-1722
• Latest filing: 2026-04-24
• Regulatory AUM: $32.3M
• Discretionary AUM: $32.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 125514 on SEC IAPD (source of record)
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