Be advised. This firm is no longer registered.

Meg Green & Associates, Inc.

Meg Green & Associates, Inc. (CRD# 141559) is a financial advisory firm headquartered in North Miami Beach, FL. They manage $457,049,017 in 602 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
http://www.meggreen.com
By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $759,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NJ, NY, PA, TX

Financial Advisors at Meg Green & Associates, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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