Migh Financial Planner, LLC

RIASEC Registered
Total AUM
$18.8M
Discretionary
$18.8M
100% of AUM
Avg account
$470K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
283067
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.06%
  • Individuals20.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Migh Financial Planner, LLC is an independent, privately owned registered investment adviser organized as an LLC and focused on serving individual and family clients, including small-business owners. Its core services are financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser does not identify itself as a capital allocator, does not report active ESG investing, and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 49%, Investment Grade Corp Bonds 16%, US Government Bonds 10%, State & Local Bonds 9%, Non-Exchange Traded Equities 7%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 2%49%
  • Exchange Traded Equities49%
  • Investment Grade Corp Bonds16%
  • US Government Bonds10%
  • State & Local Bonds9%
  • Non-Exchange Traded Equities7%

Contacts

1 of 1
  • Michael Hudick

    OwnerCRD 6679085

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth