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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-07-2000
- Office Locations
- 1
Office Locations
About MKG Financial Group, Inc.
MKG Financial Group, Inc. is a Portland-based RIA. The firm has been operating for 25 years. Managing $16.0M in total assets under management, with 2 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Reported data analysis
What the numbers show
Between August 10, 2011 and February 1, 2012, reported AUM decreased 1.0%, from $30.4M to $30.1M.
Of the latest reported AUM, 92.0% is discretionary and 8.0% is non-discretionary.
The firm reports 2 advisory representatives and 65 clients, or 32.5 clients per representative. That equates to $246.1K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full MKG Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK KIM GASKILL
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #848103
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony Monroe Gaskill
--
- CRD
- #6583132
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,810,508 | $125,909 |
| Non-Discretionary | $183,306 | $120,000 |
| Total | $15,993,814 | $125,417 |
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Separately Managed Accounts
SMA allocation detail is available
MKG Financial Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.