


MG&A Wealth
Financial Services • Plantation, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 8151 Peters Road, Suite 3200, Plantation, FL 33324, US |
| Phone number | +19542899000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Money Manager And Asset Management |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contacts at MG&A Wealth
Meg Green
Founder
Sean O'Halloran
Managing Partner, Director Of Wealth Management
MG&A Wealth Email Formats
MG&A Wealth uses 1 email format. The most common is {first initial} (e.g., j@meggreen.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@meggreen.com | 100% |
About MG&A Wealth
MG&A Wealth, founded in 1984, is one of the leading wealth management firms in the nation. We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise over $1 billion in assets. Our comprehensive approach includes extensive investment analysis, custom portfolio management, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at www.meggreen.com. Securities offered through SA Stone Wealth Management Inc. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advisory services offered through Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone Wealth Management Inc.
MG&A Wealth revenue & valuation
| Annual revenue | $22,000,000 |
| Revenue per employee | $1,465,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $70,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
MG&A Wealth has 11 employees across 8 departments.
Departments
Number of employees
Funding Data
MG&A Wealth has never raised funding before.
MG&A Wealth Tech Stack
Discover the technologies and tools that power MG&A Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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