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Meg Green

MEG GREEN & ASSOCIATES, INC.·NORTH MIAMI BEACH, Florida
Unclaimed Profile
2627 IVES DAIRY ROAD, NORTH MIAMI BEACH, FL 33180CRD# 714332Firm CRD# 141559
01

About

Meg Green is a registered financial advisor based in NORTH MIAMI BEACH, Florida, affiliated with MEG GREEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MEG GREEN & ASSOCIATES, INC.
MEG GREEN & ASSOCIATES, INC.
AUM
$457M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MEG GREEN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 714332
Firm CRD# 141559
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Meg Green offer?
Meg Green specializes in Financial Planning, Investment Management. Contact their office in NORTH MIAMI BEACH, Florida for a consultation.
What are Meg Green's credentials?
Meg Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meg Green located?
Meg Green is based in NORTH MIAMI BEACH, Florida, working with MEG GREEN & ASSOCIATES, INC.. Their office serves clients in the NORTH MIAMI BEACH metropolitan area and surrounding communities.
How does Meg Green charge for services?
Meg Green's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEG GREEN & ASSOCIATES, INC.?
MEG GREEN & ASSOCIATES, INC. has approximately 12 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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