Meg Green & Associates, Inc. is a large advisory firm based in Plantation. It manages $583.7 million of regulatory assets for 1,055 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.
Meg Green & Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meg Green & Associates, Inc. is $583.7 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Meg Green & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Todd Michael Battaglia is high net worth individuals with 720 clients and $532.7 million of assets under management. Among the 8 most similar advisory firms, Meg Green & Associates has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $570.7 million for 800 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Meg Green & Associates doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Todd Michael Battaglia has been acting as President since 1 Jan 2001. James Sean O'halloran joined the executive team most recently as the Vice President Of Wealth Management.
The principal office where Meg Green & Associates, Inc. performs its advisory services is located at 8151 Peters Road, Plantation, FL 33324, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-289-9000 or by fax 954-289-9100. The normal business hours are 9:00am 5:30pm on Monday - Friday. You can find more information about the New York firm at meggreen.com.