|
⚲
|
| MFG Investments LLC
✚
|
|
|---|---|
| CRD # | 125122 |
| SEC # | 801-132877 |
| CIK # | |
| AUM | $146.5 M (2026-04-21) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 609-714-0546 |
| Address | 150 Himmelein Road Medford, NJ 08055 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 124.4 |
| (b) Individuals (high net worth individuals) | 52 | 22.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 146.5 |
| By Discretionary | ||
| Discretionary | 515 | 146.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 146.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.5 | |
| Total | 515 | 146.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Avenues LLC
✚
|
0.1 | |
|
RABE Investment Consulting Group
✚
|
OH | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
Guncheon Financial LLC
✚
|
IA | 0.1 |
|
Campbell Asset Management LLC
✚
|
TN | 0.1 |
|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |
|
CornerStone Wealth Partners LLC
✚
|
MI | 0.1 |
|
Capital Management Services Inc
✚
|
MO | 0.1 |
|
Blue Wealth Inc
✚
|
NC | 0.1 |