RIA Intel›Advisers›Florida›MEG GREEN & ASSOCIATES, INC.

MEG GREEN & ASSOCIATES, INC.

Advisory

N·NORTH MIAMI BEACH, FL

Data as of Mar 4, 2016 · Source: SEC Form ADV

Total AUM

$457M

1-Year AUM Growth

+19.1%

3-Year CAGR

+11.6%

Employees

7

Assets Under Management

Total AUM$457M

Discretionary AUM$370M

Non-Discretionary AUM$87M

Discretionary %80.9%

Total Clients—

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingSep 24, 2009

Latest FilingMar 4, 2016

🔒 Full AUM trend chart and 17 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MEG GREEN & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.