Migdal Or Advising Group LLC
RIASEC Registered
Total AUM
$37.8M
Discretionary
$0
0% of AUM
Avg account
$37.8M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 173072
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Migdal Or Advising Group LLC is a small, individually owned limited liability company that provides advisory services under an hourly and fixed-fee billing model. The firm does not identify as an active ESG investor and is not registered or classified as a multi-state or pension consultant. Public filings indicate the firm is not a capital allocator and carries an "unclassified" designation for its classification.
Assets & Accounts
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
- Investment Grade Corp Bonds32%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities10%
- Other10%
- US Government Bonds7%
Contacts
1 of 1Raquel Salem
ManagerCRD 4479455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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