MG FINANCIAL LLC
CRD #107649 SEC #801-52511 BRAINTREE, MA 781-848-1163
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
8
Clients
101
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.1B | $1.1B | $0 | 8 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2021 | $1.2B | $1.2B | $16.5M | 8 | 0 |
| Jun 2020 | $1.2B | $1.1B | $41.2M | 7 | 0 |
| Mar 2020 | $1.2B | $1.1B | $41.2M | 7 | 0 |
| Mar 2019 | $1B | $972.9M | $35.7M | 7 | 1 |
| Mar 2018 | $1B | $968.3M | $38.7M | 7 | 1 |
| Mar 2017 | $910M | $828.9M | $81.1M | 7 | 100 |
| Mar 2016 | $1B | $55.8M | $983.5M | 7 | 26 |
| Mar 2015 | $1.1B | $47.3M | $1B | 5 | 26 |
| Mar 2014 | $1B | $46.4M | $967M | 5 | 26 |
| Jun 2013 | $837.4M | $48.5M | $788.9M | 7 | 26 |
| Mar 2013 | $837.4M | $48.5M | $788.9M | 5 | 26 |
| Mar 2012 | $706.8M | $38.1M | $668.7M | 1 | 26 |
| Apr 2011 | $147.2M | $0 | $147.2M | 5 | -- |
| Mar 2009 | $83.1M | $0 | $83.1M | 5 | -- |
| Mar 2008 | $125.4M | $0 | $125.4M | 5 | -- |
| Mar 2007 | $111.6M | $0 | $111.6M | 5 | -- |
| Mar 2006 | $102.5M | $0 | $102.5M | 5 | -- |
| Mar 2004 | $101.1M | $0 | $101.1M | 5 | -- |
| Mar 2004 | $78.2M | $0 | $78.2M | 5 | -- |
| Mar 2002 | $99M | $0 | $99M | 5 | -- |
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$16.5M
Employees8
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$41.2M
Employees7
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$41.2M
Employees7
Clients0
DateMar 2019
Total AUM$1B
Discretionary$972.9M
Non-Disc.$35.7M
Employees7
Clients1
DateMar 2018
Total AUM$1B
Discretionary$968.3M
Non-Disc.$38.7M
Employees7
Clients1
DateMar 2017
Total AUM$910M
Discretionary$828.9M
Non-Disc.$81.1M
Employees7
Clients100
DateMar 2016
Total AUM$1B
Discretionary$55.8M
Non-Disc.$983.5M
Employees7
Clients26
DateMar 2015
Total AUM$1.1B
Discretionary$47.3M
Non-Disc.$1B
Employees5
Clients26
DateMar 2014
Total AUM$1B
Discretionary$46.4M
Non-Disc.$967M
Employees5
Clients26
DateJun 2013
Total AUM$837.4M
Discretionary$48.5M
Non-Disc.$788.9M
Employees7
Clients26
DateMar 2013
Total AUM$837.4M
Discretionary$48.5M
Non-Disc.$788.9M
Employees5
Clients26
DateMar 2012
Total AUM$706.8M
Discretionary$38.1M
Non-Disc.$668.7M
Employees1
Clients26
DateApr 2011
Total AUM$147.2M
Discretionary$0
Non-Disc.$147.2M
Employees5
Clients--
DateMar 2009
Total AUM$83.1M
Discretionary$0
Non-Disc.$83.1M
Employees5
Clients--
DateMar 2008
Total AUM$125.4M
Discretionary$0
Non-Disc.$125.4M
Employees5
Clients--
DateMar 2007
Total AUM$111.6M
Discretionary$0
Non-Disc.$111.6M
Employees5
Clients--
DateMar 2006
Total AUM$102.5M
Discretionary$0
Non-Disc.$102.5M
Employees5
Clients--
DateMar 2004
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees5
Clients--
DateMar 2004
Total AUM$78.2M
Discretionary$0
Non-Disc.$78.2M
Employees5
Clients--
DateMar 2002
Total AUM$99M
Discretionary$0
Non-Disc.$99M
Employees5
Clients--