$1.1B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
9 Employees
137 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Equity Trust · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Vertex fusionQuantum
- Established Date
- 07-26-1996
- Office Locations
- 1
Office Locations
30 Braintree Hill Office Park Suite 104 Braintree MA
About MG Financial LLC
MG Financial is a fiduciary wealth management firm founded in 1996 by Mary E. Gilligan, Esq., serving high net worth individuals, families, and private foundations. The team provides unbiased investment management alongside comprehensive wealth planning, including tax and estate planning, philanthropic strategies, corporate compensation planning, and trust services to help clients manage complex financial needs.
Team overview
-- AVG AGE
$282.2M AVG AUM / ADVISOR
$8.2M AVG AUM / CLIENT
0.8 yrs AVG TENURE
9 Employees
4 Advisory Reps
3 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Pioneer capital Summit bridge Insight peak Alpha Fusion radial Frontier Bridge Element
Client Personas
Wave
CRM
Radial vital
Custodian
Radial Catalyst North harbor Horizon value
Investment Themes
Radial north Matrix glacier Ember prime Beacon
Investment Vehicles
Frontier bridge
Services
Optima Zenith fusion Timber eagle Frontier Delta Atlas Peak Quantum vital
Technology
Eagle Summit
Owner & Executives
M
MARY ELIZABETH GILLIGAN
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #1349564
- Ownership
- Less than 5%
(773) 494-7089
matrix.pathway@unisoncapital.com
in linkedin.com/in/foundation-eagle
Showing 1 of 1 owners & executives
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K
Kate Elisabeth Chilson
--
- CRD
- #7245220
(395) 509-2452
bridge.atlas@catalystcapital.com
in linkedin.com/in/north-value
M
Michael Thomas
--
- CRD
- #8158706
(750) 602-2216
beacon.meridian@alphacapital.com
in linkedin.com/in/north-peak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,128,972,031 | $8,240,672 |
| Non-Discretionary | $0 | -- |
| Total | $1,128,972,031 | $8,240,672 |
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Separately Managed Accounts
Total SMA Asset: $1,036,352,424
Equity - Exchange:
14.5% Private Funds:
12.4% Public Funds:
24.9% Municipal Bonds:
7.8% Cash:
16.9% Corporate - Investment Grade:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,094,934,940 | 14.5% |
| Private Funds | $936,358,156 | 12.4% |
| Public Funds | $1,880,267,587 | 24.9% |
| Municipal Bonds | $588,999,485 | 7.8% |
| Cash | $1,276,165,551 | 16.9% |
| Corporate - Investment Grade | $1,774,549,729 | 23.5% |
| Total | $7,551,275,448 | 100.0% |