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MFG INVESTMENTS, LLC
CRD 125122 · SEC 801-132877
150 HIMMELEIN ROAD, STE 9, MEDFORD, NJ, 08055, United States
Phone
609-714-0546
Fax
609-451-1700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.5M
Discretionary AUM
$146.5M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $124.4M |
| High net worth individuals | 52 | $22.1M |
States served
DE, MD, NJ, NC, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD