Top Wealth + Best-in-State · rank 2 · Plantation, Florida · listed firm: MG&A Wealth
Identity & firm
- Firm — MG&A Wealth (high)
- “"firmId": 284866, "firmName": "MG&A WEALTH", "iaOnly": "Y", "registrationBeginDate": "8/12/2016"” — sec_finra_regulatory
- Parent company — independent (high)
- “MG&A Wealth is a leading independent wealth management firm headquartered in South Florida.” — firm_official
- Firm type — hybrid_ria (high)
- “"currentIAEmployments": [{"firmId": 284866, "firmName": "MG&A WEALTH", "iaOnly": "Y", "registrationBeginDate": "8/12/2016", "firmIAScope": "ACTIVE", "iaSECNumber": "108236"}, {"firmId": 18456, "firmName": "STONEX SECURIT” — sec_finra_regulatory
- Team name — MG&A Wealth (medium)
- “Todd moved from his hometown of Rochester, New York, in 1999 to join predecessor firm Meg Green & Associates as President of the Investment Management Division. In 2002, Todd became a partner and today he serves as Presi” — firm_official
- Team size — 15 (medium)
- “/our-team/amy-ortigosa /our-team/carleen-clinton /our-team/carolina-restrepo /our-team/corey-knowles /our-team/garrett-battaglia /our-team/gigi-wright /our-team/graham-oelke /our-team/hugo-calenzani /our-team/karina-hink” — firm_official
- CRD — 1965041 (high)
- “"basicInformation": {"individualId": 1965041, "firstName": "TODD", "middleName": "MICHAEL", "lastName": "BATTAGLIA", "bcScope": "Active", "iaScope": "Active"}” — sec_finra_regulatory
- Years experience — 34 (high)
- “"daysInIndustryCalculatedDateIAPD": "3/4/1992"” — sec_finra_regulatory
- Designations — other:CEPA, other:MBA (low)
- “Master's degree in Finance from the University of Rochester” — firm_official
- “Exit Planning Institute - Find a CEPA | Todd Battaglia” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $10-15M” — forbes_shook
- Client niche — successful individuals, families and business owners; ultra-high-net-worth multigenerational family wealth (high)
- “Since 1984, MG&A Wealth has helped successful individuals and their families, Including business owners, manage their wealth through all stages of life.” — firm_official
- Custodians — StoneX Securities Inc. (medium)
- “StoneX Securities Inc. (Member FINRA and SIPC)” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.mgawealth.com/our-team/todd-battaglia (high)
- “Todd Battaglia | President & CEO | MG&A Wealth” — firm_official
- Value proposition (verbatim) — MG&A Wealth is a leading independent wealth management firm headquartered in South Florida. We do more than manage our clients' money, we help them manage their lives. (high)
- “MG&A Wealth is a leading independent wealth management firm headquartered in South Florida.” — firm_official
- “We do more than manage our clients' money, we help them manage their lives.” — firm_official
- Differentiators — Fiduciary with integrity and transparency, 99% average client retention rate, Holistic planning integrated with investment management, Independent — full array of investment products, Founded 1984, multigenerational family wealth focus (high)
- “We are their fiduciary, and we emphasize integrity and transparency in all our actions.” — firm_official
- “We pride ourselves on a client retention rate averaging 99%.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (low)
- “Note: The search results did not return information about podcast appearances on AdvisorHub or InvestmentNews.” — firm_official
- Books published — 0 (low)
- “Todd moved from his hometown of Rochester, New York, in 1999 to join predecessor firm Meg Green & Associates as President of the Investment Management Division. In 2002, Todd became a partner and today he serves as Presi” — firm_official
- Linkedin url — https://www.linkedin.com/in/toddbattaglia/ (medium)
- “Todd Battaglia - MG&A Wealth - PR | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Social media icons (Facebook, LinkedIn, Instagram) present but without specific image URLs in the markup provided” — firm_official
- Press awards — Barron's America's Top 1200 Financial Advisors (2018), Barron's 1200 Advisors in America (2014-2016), Financial Times 400 Top Advisors (2014), Financial Advisor Magazine – RIA Survey and Ranking (2018), Registered Rep Top 100 Independent Financial Advisor (2007-2009) (medium)
- “Barron's America's Top 1200 Financial Advisors” — firm_official
- “Financial Times 400 Top Advisors” — firm_official
Visual brand
- Has distinct logo — yes (medium)
- “
- “
” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Prata display serif paired with a Typekit sans; flat line-art service icons (financial-planning, portfolio, goal-setting SVGs); restrained editorial layout, founder-headshot and charity-partner imagery rather than stock wealth photography. (medium)
- “” — firm_official
- “
” — firm_official