MKG FINANCIAL GROUP, INC.

RIASEC Registered
Total AUM
$16M
Discretionary
$15.8M
99% of AUM
Avg account
$158K
Accounts
101
Employees
2
Advisory reps
2

Firm details

Headquarters
PORTLAND, Oregon
CRD number
104214
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • Individuals68.19%
  • HNWI21.85%
  • Charitable Organizations9.95%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MKG Financial Group, Inc. is a small, privately owned advisory firm that manages portfolios for individual and family clients and provides portfolio management services to small businesses and institutions. The firm charges fees as a percentage of assets under management and operates on a primarily discretionary basis. MKG is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 6%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • MARK GASKILL

    PresidentCRD 848103

  • Anthony Gaskill

    Client Services and OperationsCRD 6583132

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
205 SE Spokane St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth