MFG INVESTMENTS, LLC
Firm details
- Headquarters
- MEDFORD, New Jersey
- CRD number
- 125122
- Registered since
- May 29, 2025
- Website
- www.mfginvestments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals84.91%
- HNWI15.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
MFG Investments, LLC is an independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses, along with selection of outside advisers and educational seminars or workshops. Its client billing includes asset-based fees and hourly charges. MFG is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents13%
- US Government Bonds7%
Contacts
3 of 6Kevin Kennedy
Investment Advisor RepresentativeCRD 7231189
BRADLEY DENN
PartnerCRD 2902553
Austin Kennedy
Investment Advisor RepresentativeCRD 7568650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEDFORD, NJ
BURLINGTON
Location
MEDFORD, NJ
Headquartered in MEDFORD, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BURLINGTON
- Address
- 150 Himmelien Rd
- Time zone
- ET (UTC-5)
- Office locations
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