MG&A Wealth

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

8151 Peters Rd Ste 3200, Plantation, Flo...

Phone Number

(954) 289-9000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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2
1
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About MG&A Wealth

MG&A Wealth is a nationally recognized wealth management firm that has been helping clients manage their wealth and lives since 1984. The firm offers services such as financial planning, portfolio management, and goal setting, emphasizing personal attention and customized solutions. With a team of experienced professionals, MG&A Wealth focuses on providing honest advice, integrity, and transparency to clients across the U.S. The firm serves a diverse clientele, speaking four languages and managing over $1 billion in assets.Explore more
MG&A Wealth's Social MediaPopular SearchesMG&A WealthMG&A Wealth / Meg Green & AssociatesSIC Code 62,628NAICS Code 52,523Show more

MG&A Wealth Org Chart

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President & Chief Executive Officer

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Managing Partner Chief Investment Officer

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Managing Partner, Director of Wealth Manageme...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MG&A Wealth

<$5M
11-50
Private
<$5M
1984
TB
Todd BattagliaPresident & CEO
$8.9M
11-50
Private
-
2020
KW
Karen WinfreySenior Wealth Associate
$6.1M
11-50
Private
-
-
JS
Julia SantullanoDirector, Planning
<$5M
11-50
Private
-
-
DS
Daniel SmithFounder & Financial Advisor
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2021
SN
Sandra NesbitCEO & Managing Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MG&A Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MG&A Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MG&A Wealth.

MG&A Wealth financials insights

Gather financial insights about MG&A Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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MG&A Wealth Tech Stack

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Frequently Asked Questions Regarding MG&A Wealth

What is MG&A Wealth's official website?
MG&A Wealth's official website is www.mgawealth.com
What is MG&A Wealth's Revenue?
MG&A Wealth's revenue is <$5 Million
What is MG&A Wealth's SIC code?
MG&A Wealth's SIC: 62,628
What is MG&A Wealth's NAICS code?
MG&A Wealth's NAICS: 52,523
How many employees does MG&A Wealth have?
MG&A Wealth has 11-50 employees
What industry does MG&A Wealth belong to?
MG&A Wealth is in the industry of: Finance, Securities Trading
What is MG&A Wealth competition?
MG&A Wealth top competitors include: Noble Family Wealth, Peak Financial Group, Balanz, Belpointe Asset Management
What technology does MG&A Wealth use?
Some of the popular technologies that MG&A Wealth uses are: goo.gl, reCAPTCHA, Cloudflare CDN, Adobe Typekit
How do I contact MG&A Wealth?
MG&A Wealth contact info: Phone number: (954) 289-9000 Website: www.mgawealth.com
What does MG&A Wealth do?

MG&A Wealth is a nationally recognized wealth management firm that has been helping clients manage their wealth and lives since 1984. The firm offers services such as financial planning, portfolio management, and goal setting, emphasizing personal attention and customized solutions. With a team of experienced professionals, MG&A Wealth focuses on p... roviding honest advice, integrity, and transparency to clients across the U.S. The firm serves a diverse clientele, speaking four languages and managing over $1 billion in assets.Read More

What are MG&A Wealth social media links?
MG&A Wealth Linkedin page
Is MG&A Wealth a public company?
MG&A Wealth is private company therefore does not currently have an official ticker symbol
See more information about MG&A Wealth

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