Margin Advisory Group LLC
Firm details
- Headquarters
- Mount Carmel, Illinois
- CRD number
- 341653
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Margin Advisory Group LLC is an individually owned limited liability company that provides financial planning and portfolio management services primarily for individuals and small businesses. The firm also offers pension consulting services and assists clients with selecting other advisers, and it operates an insurance brokerage practice alongside its advisory work. Margin Advisory Group charges clients through a mix of percentage-of-AUM fees, hourly rates, and fixed fees, and it identifies itself as a capital allocator that taps external managers when appropriate. The firm is not flagged as an active ESG investor and does not present itself as a multi-state or newly formed adviser.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Mount Carmel, IL
Wabash
Location
Mount Carmel, IL
Headquartered in Mount Carmel, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Wabash
- Address
- 801 W 9th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Dearborn Partners L.L.C.
RIAChicago, IL
Mesirow Financial Investment Management, Inc.
RIAChicago, IL
Freeport Financial Partners LLC
RIAChicago, IL
Hightower Advisors, LLC
RIAChicago, IL
Clement Street Capital LLC
RIADowners Grove, IL
Patrick M. Sweeney & Associates, Inc
RIALibertyville, IL