FG&G FINANCIAL SERVICES, LLC

FG&G FINANCIAL SERVICES, LLC of DANVERS, MA is an SEC-registered investment adviser (CRD 149180). Regulatory assets under management: $15.5M.

Registration

• CRD: 149180
• Type: Registered investment adviser
• Location: 153 ANDOVER STREET, DANVERS, MA, 01923
• Phone: 978-605-5030
• Latest filing: 2026-03-04
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search