Investment adviser · CRD 328091

MG&A WEALTH PR LLC

Investment adviser filing (IA)

SAN JUAN, PR, United States · Form ADV filed Mar 20, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
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 20, 2024. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

151 CALLE DE SAN FRANCISCO,, SUITE 200
SAN JUAN, PR, 00901, United States

CRD 328091

Filing source

Form ADV 1837959 · Mar 20, 2024 · 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.