Investment adviser · CRD 109884

MGO INVESTMENT ADVISORS INC.

Investment adviser filing (IA)

BEACHWOOD, OH, United States · Form ADV filed Mar 25, 2022

Regulatory AUM
$1.01B
Form ADV · Item 5.F
Client accounts
4,877
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans208$725,332,67971.6%
High-net-worth individuals88$205,519,63620.3%
Individuals526$77,755,8647.7%
Charities1$3,676,3920.4%
Corporations & businesses8$923,8100.1%
Filing source

Form ADV 1620383 · Mar 25, 2022 · Item 5.D

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

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 25, 2022. View historical filings

Reported services

Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

24400 CHAGRIN BLVD, SUITE 310
BEACHWOOD, OH, 44122, United States

CRD 109884

Filing source

Form ADV 1620383 · Mar 25, 2022 · 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.