MARGIN ADVISORY GROUP LLC

Overview

Margin Advisory Group LLC is a privately held limited liability company controlled by an individual owner that combines insurance brokerage with advisory services for individuals and small businesses. The firm is described as a capital allocator and lists financial planning, portfolio management for individuals/small businesses, pension consulting services, and the selection of other advisers among its advisory activities. It offers a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and is not identified as an active ESG investor. The profile also indicates the firm is not a multistate adviser and is not newly formed; a separate flag notes it is not designated as a pension consultant despite listing pension consulting among its services.

Assets & Accounts

Location & Offices