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MARGATE ADVISORY GROUP, INC.

Advisory

N·

Data as of Aug 23, 2012 · Source: SEC Form ADV

Total AUM
$59M
1-Year AUM Growth
-12.8%
3-Year CAGR
-1.4%
Employees
0
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingApr 23, 2001
Latest FilingAug 23, 2012
🔒 Full AUM trend chart and 16 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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