AdvisorOS Directory
Claim Profile
MM

Mary O'connell Mahoney

MGM LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
4600 JEFFERSON LANE NE, ALBUQUERQUE, NM 87109CRD# 317340Firm CRD# 136725
01

About

Mary O'connell Mahoney is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with MGM LLC. 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
MGM LLC
MGM LLC
AUM
$145M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MGM LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 317340
Firm CRD# 136725
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALBUQUERQUE?

Browse all registered financial advisors in ALBUQUERQUE, New Mexico or claim this profile if it's yours.

Browse ALBUQUERQUE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mary O'connell Mahoney offer?
Mary O'connell Mahoney specializes in Financial Planning, Investment Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Mary O'connell Mahoney's credentials?
Mary O'connell Mahoney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary O'connell Mahoney located?
Mary O'connell Mahoney is based in ALBUQUERQUE, New Mexico, working with MGM LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Mary O'connell Mahoney charge for services?
Mary O'connell Mahoney'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 MGM LLC?
MGM LLC has approximately 4 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Matthew David Keller — UASNM, INC.Lisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile