Megstar Financial Management Inc.

Overview

Megstar Financial Management Inc. is a small, privately held corporation that provides portfolio management services to individuals, families and small businesses. The firm is owned by an individual and bills on a percentage-of-assets-under-management basis. It does not market itself as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm's advisory focus centers on discretionary portfolio management for individual and family clients.

Assets & Accounts

Investments & Alternatives

Location & Offices