Mgo Investment Advisors Inc.
Mgo Investment Advisors Inc. (CRD# 109884) is a financial advisory firm headquartered in Beachwood, OH. They manage $654,131,214 in 3,443 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management654MILLION
Total Number of Accounts3,443ACCOUNTS
Average Account Value$189,989
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Scott Lepa (CRD# 4164181) is an Investment Advisor Representative working at Mgo Investment Advisors Inc. in Beachwood, OH and has over 17 years of experience in the finance industry.
Paul Orchosky (CRD# 2264939) is an Investment Advisor Representative working at Mgo Investment Advisors Inc. in Beachwood, OH and has over 25 years of experience in the finance industry. Paul Orchosky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.