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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Value waveElement +more
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
About MFG Investments, LLC
MFG Investments, LLC is an independent RIA providing asset management and comprehensive financial planning, with a retirement-planning focus for investors age 50+ and high-balance savers nearing or in retirement. The team emphasizes tax-smart retirement income and risk management, supported by an investment committee that oversees model portfolios and rebalancing. Custody includes Fidelity/NFS; offices in NJ and Delaware.
Team overview
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Owner & Executives
WALLACE JOSEPH KENNEDY
Chief Compliance Officer, Managing Member, President
- CRD
- #1886437
- Ownership
- 50% but less than 75%
Austin Carlson Kennedy
Investment Adviser Representative, Owner
- CRD
- #7568650
- Ownership
- 10% but less than 25%
Delta glacier
Glacier legacy
- CRD
- #11820
- Ownership
- 3.3%
Showing 2 of 4 owners & executives
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BRADLEY HOWARD DENN
--
- CRD
- #2902553
BRIAN PATRICK HOGUET
Independent Financial Advisor
- CRD
- #4487875
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,476,000 | $284,419 |
| Non-Discretionary | $0 | -- |
| Total | $146,476,000 | $284,419 |
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Separately Managed Accounts
Total SMA Asset: $146,476,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $234,373,636 | 16.5% |
| Public Funds | $494,315,304 | 34.8% |
| Cash | $224,430,512 | 15.8% |
| U.S. Government/Agency | $467,326,825 | 32.9% |
| Total | $1,420,446,277 | 100.0% |