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MGFS Private Wealth, LLC

EST. AUM
$116,744,929

CONTACTS

CLIENT ACCOUNTS
549

Firm Details

Metro area Chicago
CRD Number 332823
Website mgfsprivatewealth.com
Client types

Overview

MGFS Private Wealth, LLC is a state-registered investment adviser operating as the advisory business name of ALJZ Consulting, LLC. The firm provides wealth and portfolio management, financial planning, risk planning and insurance, retirement income planning, estate planning, and boutique corporate retirement plan services. Securities and investment advisory services are offered through Osaic Wealth, Inc., while additional advisory services are offered through MGFS Private Wealth, LLC; the two entities are separately owned and not affiliated.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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