Investment adviser · CRD 141559

MEG GREEN & ASSOCIATES, INC.

Investment adviser filing (IA)

NORTH MIAMI BEACH, FL, United States · Form ADV filed Mar 4, 2016

Regulatory AUM
$457M
Form ADV · Item 5.F
Client accounts
602
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 4, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2627 IVES DAIRY ROAD, SUITE 201
NORTH MIAMI BEACH, FL, 33180, United States

CRD 141559

Filing source

Form ADV 987378 · Mar 4, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.