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Mkg Financial Group,Inc (Portland)


Mkg Financial Group,Inc is a large advisory firm based in Portland. It manages $53.02 million of regulatory assets for 381 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Hawaii, Oregon, and Washington.

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Mkg Financial Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mkg Financial Group: assets under management

The assets under management (AUM) of Mkg Financial Group,Inc is $53.02 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.33 million in discretionary accounts and $3.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $127.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mkg Financial Group,Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Mkg Financial Group,Inc performs its advisory services is located at 1500 Sw 1 St Ave Suite 1000, Portland, OR 97201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-226-6700 or by fax 503-226-6726. The normal business hours are 7am - 4pm on Monday - Friday. You can find more information about the New York firm at mkgfinancial.com.


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