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- Custodian
- Lincoln Financial · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About MG Financial, Inc.
MG Financial, Inc. is a Seattle-based independent RIA led by CFP Maris I. Galins. The firm delivers goals-driven financial planning and ongoing wealth management with an emphasis on risk management and frequent plan reviews—“designed for volatility.” Serves retail investors, including retirees, and builds diversified portfolios primarily using public funds such as mutual funds, via custodians including SEI and Lincoln Financial.
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Owner & Executives
MARIS IVARS GALINS
Owner, President, Wealth Manager
- CRD
- #2143851
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,062,521 | -- |
| Total | $63,062,521 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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