RIA Intel›Advisers›Washington›MG FINANCIAL, INC.

MG FINANCIAL, INC.

Advisory

WA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in WA
#460
of 505 advisers by AUM
Average account
$505K
across 125 accounts
AUM per adviser
$63M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$63M
Discretionary %
0%
Clients
60
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$63M
Discretionary AUM$0
Non-Discretionary AUM$63M
Discretionary %0%
Total Clients60
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

LIMOGES INVESTMENT MANAGEMENT PC
VANCOUVER, WA
$63M
+12.5% 1Y
SCRUGGS ADVISORS, LLC
BATTLE GROUND, WA
$63M
BORTEL INVESTMENT MANAGEMENT, LLC
GIG HARBOR, WA
$63M
SOUND INVESTMENT STRATEGIES, INC.
BOTHELL, WA
$63M
-7.3% 1Y
PROVIDENT LIVING ADVISORS LLC
SILVERDALE, WA
$63M
CONVEXITY WEALTH MANAGEMENT, LLC
SEATTLE, WA
$64M

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