MARGO FINANCIAL

MARGO FINANCIAL is an SEC-registered investment adviser (CRD 323290).

Registration

• CRD: 323290
• Type: Registered investment adviser
• Phone: 520-492-1076
• Latest filing: 2026-03-31
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search