$29.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- MatrixAlpha
- Established Date
- 10-18-2016
- Office Locations
- 1
Office Locations
118 Wood Street Doylestown PA
About MG Financial Management, LLC
MG Financial is a fiduciary wealth management firm serving high-net-worth individuals, families, and private foundations. Founded in 1996, the team delivers unbiased investment management alongside comprehensive wealth planning, including tax and estate planning, philanthropic strategy, corporate compensation planning, and trust services.
Team overview
-- AVG AGE
$29.8M AVG AUM / ADVISOR
$708.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Summit Peak north Ember focus Crest capital
Client Personas
Vertex peak Legacy fusion
CRM
Fusion
Custodian
Legacy quantum Vertex Delta Atlas eagle
Investment Themes
Delta unison Glacier Insight delta
Investment Vehicles
Pioneer peak
Services
Peak Vital Insight Focus catalyst Quantum pathway Alpha Value ridge
Technology
Pioneer Ridge optima
Owner & Executives
M
MICHAEL J. GUARRACINO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4638548
- Ownership
- 75% or more
(755) 646-7288
signal.radial@summitcapital.com
in linkedin.com/in/unison-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,756,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,756,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,756,000
Cash:
25.8% Public Funds:
25.7% Equity - Exchange:
14.8% Corporate - Investment Grade:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $438,494,074 | 25.8% |
| Public Funds | $436,794,485 | 25.7% |
| Equity - Exchange | $251,539,236 | 14.8% |
| Corporate - Investment Grade | $572,761,639 | 33.7% |
| Total | $1,699,589,434 | 100.0% |