MGO INVESTMENT ADVISORS INC.
CRD #109884 SEC #801-17104 BEACHWOOD, OH 216-771-4242
SEC Registered
Total AUM
$911.2M
Discretionary
$455.3M
Employees
10
Clients
0
Accounts
4,634
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1B | $519.4M | $493.8M | 8 | 0 |
| Jan 2022 | $911.2M | $455.3M | $455.9M | 10 | 0 |
| Mar 2021 | $911.2M | $455.3M | $455.9M | 10 | 0 |
| Jun 2020 | $842.4M | $429.3M | $413.2M | 9 | 0 |
| Mar 2020 | $842.4M | $429.3M | $413.2M | 9 | 0 |
| Mar 2019 | $695.6M | $357.2M | $338.4M | 7 | 0 |
| Jun 2018 | $733.1M | $375M | $358.1M | 5 | 0 |
| Mar 2018 | $733.1M | $375M | $358.1M | 5 | 0 |
| Mar 2017 | $654.1M | $321M | $333.2M | 5 | 3,443 |
| Mar 2016 | $626.3M | $311.2M | $315.1M | 5 | 3,200 |
| Feb 2015 | $615.5M | $315.5M | $300M | 5 | 2,600 |
| Apr 2014 | $557M | $287.3M | $269.7M | 5 | 2,400 |
| Mar 2014 | $557M | $287.3M | $269.7M | 5 | 2,400 |
| Mar 2013 | $470.7M | $254.8M | $215.9M | 4 | 2,100 |
| Jul 2012 | $419M | $219.9M | $199.1M | 6 | 1,700 |
| Mar 2012 | $419M | $219.9M | $199.1M | 6 | 1,700 |
| Mar 2009 | $263.4M | $103.3M | $160.1M | 10 | -- |
| Mar 2008 | $343.3M | $101.3M | $242M | 10 | -- |
| Mar 2007 | $297.5M | $57.1M | $240.5M | 10 | -- |
| Mar 2006 | $252M | $47.6M | $204.4M | 10 | -- |
| Sep 2005 | $217.8M | $47.3M | $170.6M | 10 | -- |
| Apr 2004 | $189.5M | $28M | $161.5M | 10 | -- |
| Apr 2004 | $189.5M | $28M | $161.5M | 10 | -- |
| Mar 2004 | $189.5M | $28M | $161.5M | 10 | -- |
| Mar 2002 | $161.6M | $25.6M | $136M | 10 | -- |
DateMar 2022
Total AUM$1B
Discretionary$519.4M
Non-Disc.$493.8M
Employees8
Clients0
DateJan 2022
Total AUM$911.2M
Discretionary$455.3M
Non-Disc.$455.9M
Employees10
Clients0
DateMar 2021
Total AUM$911.2M
Discretionary$455.3M
Non-Disc.$455.9M
Employees10
Clients0
DateJun 2020
Total AUM$842.4M
Discretionary$429.3M
Non-Disc.$413.2M
Employees9
Clients0
DateMar 2020
Total AUM$842.4M
Discretionary$429.3M
Non-Disc.$413.2M
Employees9
Clients0
DateMar 2019
Total AUM$695.6M
Discretionary$357.2M
Non-Disc.$338.4M
Employees7
Clients0
DateJun 2018
Total AUM$733.1M
Discretionary$375M
Non-Disc.$358.1M
Employees5
Clients0
DateMar 2018
Total AUM$733.1M
Discretionary$375M
Non-Disc.$358.1M
Employees5
Clients0
DateMar 2017
Total AUM$654.1M
Discretionary$321M
Non-Disc.$333.2M
Employees5
Clients3,443
DateMar 2016
Total AUM$626.3M
Discretionary$311.2M
Non-Disc.$315.1M
Employees5
Clients3,200
DateFeb 2015
Total AUM$615.5M
Discretionary$315.5M
Non-Disc.$300M
Employees5
Clients2,600
DateApr 2014
Total AUM$557M
Discretionary$287.3M
Non-Disc.$269.7M
Employees5
Clients2,400
DateMar 2014
Total AUM$557M
Discretionary$287.3M
Non-Disc.$269.7M
Employees5
Clients2,400
DateMar 2013
Total AUM$470.7M
Discretionary$254.8M
Non-Disc.$215.9M
Employees4
Clients2,100
DateJul 2012
Total AUM$419M
Discretionary$219.9M
Non-Disc.$199.1M
Employees6
Clients1,700
DateMar 2012
Total AUM$419M
Discretionary$219.9M
Non-Disc.$199.1M
Employees6
Clients1,700
DateMar 2009
Total AUM$263.4M
Discretionary$103.3M
Non-Disc.$160.1M
Employees10
Clients--
DateMar 2008
Total AUM$343.3M
Discretionary$101.3M
Non-Disc.$242M
Employees10
Clients--
DateMar 2007
Total AUM$297.5M
Discretionary$57.1M
Non-Disc.$240.5M
Employees10
Clients--
DateMar 2006
Total AUM$252M
Discretionary$47.6M
Non-Disc.$204.4M
Employees10
Clients--
DateSep 2005
Total AUM$217.8M
Discretionary$47.3M
Non-Disc.$170.6M
Employees10
Clients--
DateApr 2004
Total AUM$189.5M
Discretionary$28M
Non-Disc.$161.5M
Employees10
Clients--
DateApr 2004
Total AUM$189.5M
Discretionary$28M
Non-Disc.$161.5M
Employees10
Clients--
DateMar 2004
Total AUM$189.5M
Discretionary$28M
Non-Disc.$161.5M
Employees10
Clients--
DateMar 2002
Total AUM$161.6M
Discretionary$25.6M
Non-Disc.$136M
Employees10
Clients--