MGM LLC
CRD #136725 SEC #801-64672 ALBUQUERQUE, NM 505-346-3434
SEC Registered
Total AUM
$144.7M
Discretionary
$144.7M
Employees
4
Clients
1
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $144.7M | $144.7M | $0 | 4 | 0 |
| Dec 2022 | $157M | $157M | $0 | 4 | 0 |
| Mar 2022 | $157M | $157M | $0 | 4 | 0 |
| Mar 2021 | $149.1M | $149.1M | $0 | 4 | 0 |
| Jul 2020 | $127.7M | $127.7M | $0 | 4 | 0 |
| Apr 2020 | $127.7M | $127.7M | $0 | 4 | 0 |
| Mar 2019 | $103.3M | $103.3M | $0 | 4 | 0 |
| Mar 2018 | $117.9M | $116M | $1.9M | 4 | 23 |
| Jun 2017 | $102M | $102M | $0 | 5 | 11 |
| Mar 2017 | $102M | $102M | $0 | 5 | 11 |
| Mar 2016 | $97.1M | $97.1M | $0 | 5 | 11 |
| Feb 2016 | $97.1M | $97.1M | $0 | 5 | 11 |
| Dec 2015 | $108.2M | $107.6M | $589.3K | 5 | 11 |
| Mar 2015 | $108.2M | $107.6M | $589.3K | 5 | 11 |
| Dec 2014 | $108.9M | $108.9M | $0 | 5 | 11 |
| Apr 2014 | $108.9M | $108.9M | $0 | 5 | 11 |
| Mar 2014 | $108.9M | $108.9M | $0 | 5 | 11 |
| Mar 2014 | $108.9M | $108.9M | $0 | 5 | 11 |
| Feb 2014 | $108.9M | $108.9M | $0 | 5 | 11 |
| May 2013 | $97.1M | $97.1M | $0 | 6 | 11 |
| May 2013 | $97.1M | $97.1M | $0 | 6 | 11 |
| Mar 2013 | $97.1M | $97.1M | $0 | 6 | 11 |
| Nov 2012 | $91.6M | $91.4M | $195.1K | 3 | 11 |
| Oct 2012 | $91.6M | $91.4M | $195.1K | 1 | 11 |
| Aug 2012 | $91.6M | $91.4M | $195.1K | 1 | 11 |
| Mar 2012 | $91.6M | $91.4M | $195.1K | 1 | 11 |
| Mar 2012 | $91.6M | $91.4M | $195.1K | 1 | 11 |
| Mar 2012 | $91.6M | $91.4M | $195.1K | 1 | 11 |
| Nov 2011 | $75.1M | $75M | $132K | 1 | 585 |
| Mar 2011 | $75.1M | $75M | $132K | 5 | -- |
| Apr 2009 | $64.3M | $64.3M | $30.9K | 5 | -- |
| Aug 2007 | $80.1M | $80M | $50K | 5 | -- |
| Feb 2007 | $80.1M | $80M | $50K | 5 | -- |
| Jan 2006 | $36.2M | $36.2M | $0 | 5 | -- |
| Sep 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$117.9M
Discretionary$116M
Non-Disc.$1.9M
Employees4
Clients23
DateJun 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients11
DateMar 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients11
DateMar 2016
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients11
DateFeb 2016
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients11
DateDec 2015
Total AUM$108.2M
Discretionary$107.6M
Non-Disc.$589.3K
Employees5
Clients11
DateMar 2015
Total AUM$108.2M
Discretionary$107.6M
Non-Disc.$589.3K
Employees5
Clients11
DateDec 2014
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients11
DateApr 2014
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients11
DateMar 2014
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients11
DateMar 2014
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients11
DateFeb 2014
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients11
DateMay 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees6
Clients11
DateMay 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees6
Clients11
DateMar 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees6
Clients11
DateNov 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees3
Clients11
DateOct 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees1
Clients11
DateAug 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees1
Clients11
DateMar 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees1
Clients11
DateMar 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees1
Clients11
DateMar 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$195.1K
Employees1
Clients11
DateNov 2011
Total AUM$75.1M
Discretionary$75M
Non-Disc.$132K
Employees1
Clients585
DateMar 2011
Total AUM$75.1M
Discretionary$75M
Non-Disc.$132K
Employees5
Clients--
DateApr 2009
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$30.9K
Employees5
Clients--
DateAug 2007
Total AUM$80.1M
Discretionary$80M
Non-Disc.$50K
Employees5
Clients--
DateFeb 2007
Total AUM$80.1M
Discretionary$80M
Non-Disc.$50K
Employees5
Clients--
DateJan 2006
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--