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MEG GREEN & ASSOCIATES, INC.
MEG GREEN & ASSOCIATES, INC.
MG&A WEALTH
PLANTATION, Florida
·
5 registered advisors
·
CRD# 284866
SEC# 801-108236
1
954-289-9000
01
Firm Overview
AUM
$719M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISORY FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at MEG GREEN & ASSOCIATES, INC.
5 registered advisors
Hugo Manuel Calenzani
PLANTATION, Florida
CRD# 4924231
James Sean O'halloran
PLANTATION, Florida
CRD# 2850664
Kevin Bernard Mcgann
PLANTATION, Florida
CRD# 1937310
Mallory Curian Mangrum
PLANTATION, Florida
CRD# 2481051
Todd Michael Battaglia
PLANTATION, Florida
CRD# 1965041
05
Office Locations
PLANTATION, Florida
5 advisors
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Data sourced from SEC Form ADV filings. MEG GREEN & ASSOCIATES, INC. (CRD# 284866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.