Mg Financial LLC

Public-record details

Address

30 Braintree Hill Office Park, Suite 104, Braintree, MA 02184

Phone

(781) 848-1163

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

107649

Registration

SEC registered since 1996-07-26

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Other (Annual Retainer for Services Not Covered by an Asset Based Fee.)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Regulatory assets under management

$1.1 billion

Accounts managed

137

Clients reported (Form ADV 5.D)

137

Individual / high-net-worth clients

29 / 86

Employees

9

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-24

SEC registered investment adviser, CRD 107649, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 107649 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.