PPrivate Fund Data Log in Join · $37/mo

Meg Green & Associates, Inc.

● SEC registered since 2016CRD 284866SEC# 801-108236Plantation, FL
Export (members)
Reg. AUM
$821.4M
Employees
12
Accounts
1,452
Location
Plantation, FL

Meg Green & Associates, Inc. assets under management

Meg Green & Associates, Inc. operates as an SEC-registered investment adviser based in Plantation, FL. The firm has been registered since 2016. It reports $821.4 million in regulatory assets under management and employs 12 people.
www.meggreen.comView on SEC.gov ↗

Meg Green & Associates, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Hugo Manuel CalenzaniCio5-10%2016
James Sean O'HalloranVice President Of Wealth Management5-10%2016
Kevin Bernard McGann ControlVice President/CooUnder 5%2008
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Meg Green & Associates, Inc. manage?

Meg Green & Associates, Inc. reports $821.4 million in regulatory assets under management on its Form ADV.

How many employees does Meg Green & Associates, Inc. have?

Meg Green & Associates, Inc. reports 12 employees.

Where is Meg Green & Associates, Inc. located?

Meg Green & Associates, Inc. is based in Plantation, FL and has been SEC-registered since 2016.

Does Meg Green & Associates, Inc. disclose fund performance?

Meg Green & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8151 Peters Road, Suite 3200, Plantation, FL 33324
Phone954-289-9000
Fax954-289-9100
Office hours9:00a.m. ­ 5:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$769.3M
Non-discretionary$52.1M
Total (RAUM)$821.4M