Mgm LLC is a large advisory firm based in Albuquerque. It manages $103.28 million of regulatory assets for 591 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Louisiana, New Mexico, Oregon, and Texas.
Mgm provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mgm LLC is $103.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mgm LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Mgm is individuals with 543 clients and $86.58 million of assets under management. Among the 6 most similar advisory firms, Mgm has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $103.28 million for 560 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mgm doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mgm LLC performs its advisory services is located at 5600 Eubank Blvd Ne, Albuquerque, NM 87111, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-346-3434 or by fax 505-346-3435. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mgmltdcompany.com.