M
CRD: 283067
Migh Financial Planner, LLC
LOS Gatos, CA
4083094671
$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2016
- Office Locations
- 1
Office Locations
-- LOS Gatos CA
About Migh Financial Planner, LLC
Migh Financial Planner, LLC is a LOS Gatos-based RIA. The firm has been operating for 9 years. Managing $18.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
70 AVG AGE
$18.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Investment Themes
Ridge eagle
Services
Oak pioneer Optima wave Summit Vector frontier Fusion timber
Owner & Executives
M
Michael George Hudick
Owner
- CRD
- #6679085
- Ownership
- 75% or more
(503) 514-8851
ridge.horizon@summitcapital.com
in linkedin.com/in/beacon-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,785,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,785,493 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,785,493
Equity - Exchange:
13.6% Corporate - Investment Grade:
12.6% U.S. Government/Agency:
12.1% Municipal Bonds:
16.5% Equity - OTC:
9.3% Public Funds:
13.9% Cash:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $87,218,996 | 13.6% |
| Corporate - Investment Grade | $80,805,835 | 12.6% |
| U.S. Government/Agency | $77,599,254 | 12.1% |
| Municipal Bonds | $105,817,165 | 16.5% |
| Equity - OTC | $59,642,402 | 9.3% |
| Public Funds | $89,142,945 | 13.9% |
| Cash | $141,089,552 | 22.0% |
| Total | $641,316,149 | 100.0% |