Mg&A Wealth

RIASEC Registered
Total AUM
$1B
Discretionary
$868M
85% of AUM
Avg account
$529K
Accounts
1,924
Employees
15
Advisory reps
9

Firm details

Headquarters
Plantation, Florida
CRD number
284866
Registered since
August 8, 2016
Website
www.mgawealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI81.9%
  • Individuals12.36%
  • Pooled Investment Vehicles4.63%
  • Corporations / Businesses1.04%
  • Charitable Organizations0.06%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mg&A Wealth is an independent, individual-owned registered investment adviser; it has been SEC-registered since 2016. The firm serves both individual/family clients and institutional relationships and bills using a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Mg&A presents itself as a capital allocator, sourcing third-party managers and managing at least one pooled investment vehicle. The firm was named among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 35%, State & Local Bonds 30%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 5%, Private Funds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%35%
  • Exchange Traded Equities35%
  • State & Local Bonds30%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents5%
  • Private Funds3%

Owners & executives

3 of 4
  • Hugo Calenzani

    Hugo Calenzani

    Managing Partner and Chief Investment OfficerCRD 4924231

  • Todd Battaglia

    Todd Battaglia

    President, CEOCRD 1965041

  • Mallory Mangrum

    Mallory Mangrum

    Vice President, Chief Compliance OfficerCRD 2481051

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Contacts

3 of 5
  • Scott Lam

    Scott Lam

    Senior Wealth AdvisorCRD 6909770

  • Karina Hinkelmann

    Karina Hinkelmann

    Senior Wealth AdvisorCRD 6170793

  • James O'halloran

    James O'halloran

    Managing PartnerCRD 2850664

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plantation, FL

Broward

Location

Plantation, FL

Headquartered in Plantation, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
8151 Peters Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth