MARGIN ADVISORY GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Noah Thompson

    Managing MemberCRD 7312826

  • Hunter Fuller

    Co-Founder & Financial AdvisorCRD 7621516

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth