M
$16.0M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
2 Employees
65 ADV. Clients
25 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2000
- Office Locations
- 1
Office Locations
205 SE Spokane Street Suite 300 Portland OR
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.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$246.1K AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK KIM GASKILL
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #848103
- Ownership
- 75% or more
Available
Available
Available
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A
Anthony Monroe Gaskill
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- CRD
- #6583132
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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