M
CRD: 125514
Megstar Financial Management Inc.
Montvale, NJ
2015051722
$32.3M Total AUM
$32.3M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-1993
- Office Locations
- 1
Office Locations
-- Montvale NJ
About Megstar Financial Management Inc.
Megstar Financial Management Inc. is a Montvale-based RIA. The firm has been operating for 33 years. Managing $32.3M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
31.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Investment Themes
Optima
Services
Frontier beacon
Owner & Executives
M
MARK JOSEPH MCNALLY
President
- CRD
- #2311539
- Ownership
- 75% or more
(215) 497-4081
ember.atlas@atlascapital.com
in linkedin.com/in/peak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,300,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,300,489 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,300,489
Cash:
14.5% Equity - Exchange:
59.3% Equity - OTC:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $49,769,203 | 14.5% |
| Equity - Exchange | $203,538,880 | 59.3% |
| Equity - OTC | $89,927,802 | 26.2% |
| Total | $343,235,885 | 100.0% |