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MGO PRIVATE WEALTH, LLC
MGO PRIVATE WEALTH, LLC
IRVINE, California
·
5 registered advisors
·
CRD# 283909
SEC# 801-108057
1
(949) 207-3241
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MGO PRIVATE WEALTH, LLC
5 registered advisors
Charles Chi Young
IRVINE, California
CRD# 2529128
Cynthia Pon
IRVINE, California
CRD# 6915663
Kevin James O'connell
IRVINE, California
CRD# 6668610
Roberto Roman
IRVINE, California
CRD# 4609381
Todd Eric Lunsford
IRVINE, California
CRD# 4630375
05
Office Locations
IRVINE, California
5 advisors
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Data sourced from SEC Form ADV filings. MGO PRIVATE WEALTH, LLC (CRD# 283909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.