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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Meg Green & Associates Inc
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| CRD # | 284866 |
| SEC # | 801-108236 |
| CIK # | |
| AUM | $821.4 M (2025-03-28) |
| Employees | 12 (50% Investors, 67% Brokers) |
| Phone | 954-289-9000 |
| Address | 8151 Peters Road Plantation, FL 33324 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 100.7 |
| (b) Individuals (high net worth individuals) | 213 | 711.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,452 | 821.4 |
| By Discretionary | ||
| Discretionary | 1,174 | 769.3 |
| Non-Discretionary | 278 | 52.1 |
| Total | 1,452 | 821.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 820.1 | |
| Total | 1,452 | 821.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milestone Investment Advisors LLC
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|
WI | 0.8 |
|
Leonard Rickey Investment Advisors PLLC
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|
WA | 0.8 |
|
TCP Asset Management LLC
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|
OH | 0.8 |
|
Riverbend Capital Advisors LLC
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|
IL | 0.8 |
|
William Mack & Associates Inc
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|
MI | 0.8 |
|
Lebenthal Global Advisors LLC
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|
NY | 0.8 |
|
Delap Wealth Advisory LLC
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|
OR | 0.8 |
|
PYA Waltman Capital LLC
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|
TN | 0.8 |
|
McGuire Investment Group LLC
✚
|
RI | 0.8 |
|
Pointoak Retirement Advisors LLC
✚
|
VA | 0.8 |