MG FINANCIAL MANAGEMENT, LLC

MG FINANCIAL MANAGEMENT, LLC of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 285346). Regulatory assets under management: $29.8M.

Registration

• CRD: 285346
• Type: Registered investment adviser
• Location: 118 WOOD STREET, DOYLESTOWN, PA, 18901
• Phone: 215-669-2676
• Latest filing: 2026-02-11
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 99

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285346 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search