MEGG INVESTMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MERCER ISLAND, Washington
CRD number
329124

Firm profile

FINTRX

Overview

Megg Investment, LLC operates as a limited liability company focused on investment activities within the financial sector. While the firm does not classify itself under a specific category, it engages in managing pooled investment vehicles, acting as a sponsor, general partner, and managing member. The firm does not have a clear client base or fee structure outlined, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Yun Yang

    Managing MemberCRD 7726141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MERCER ISLAND, WA

KING

Location

MERCER ISLAND, WA

Headquartered in MERCER ISLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2441 76th Ave SE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth