$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2014
- Office Locations
- 1
Office Locations
-- Finskburg MD
About MG Financial Services
MG Financial Services CPA, LLC provides technology-enabled tax and accounting services alongside retail asset management and portfolio construction for individuals and business owners. The firm serves clients nationwide with a high-touch, small-firm model. Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
54 AVG AGE
$6.4M AVG AUM / ADVISOR
$90.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge bridge Foundation capital
Client Personas
Eagle capital Peak oak
Services
Vector Beacon
Owner & Executives
MICHAEL EDWARD GRANATA
Owner
- CRD
- #6338449
- Ownership
- 75% or more
(444) 557-1703
vertex.vector@catalystcapital.com
in linkedin.com/in/harbor-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,444,422 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,444,422 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,444,422
Equity - Exchange:
66.4% Cash:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $364,619,381 | 66.4% |
| Cash | $184,506,193 | 33.6% |
| Total | $549,125,574 | 100.0% |