Meg Green & Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Meg Green & Associates reports 657 clients. They include 413 individual clients, 231 high-net-worth individuals and 9 charitable organizations. Of its assets, 85.3% ($868M across 1,380 accounts) are managed with discretion; $150M across 544 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 12% |
| High-net-worth individuals | 35% | 82% |
| Pooled investment vehicles | <1% | 5% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 413 | $126M | 12.4% | $305K |
| High-net-worth individuals | 231 | $834M | 81.9% | $3.61M |
| Pooled investment vehicles | 2 | $47.1M | 4.6% | $23.6M |
| Charitable organizations | 9 | $605K | 0.1% | $67.2K |
| Corporations and other businesses | 2 | $10.6M | 1.0% | $5.3M |
| Total | 657 | $1.02B | 100% | $1.55M |
- Clients
- 413
- Regulatory AUM
- $126M
- AUM share
- 12.4%
- Avg. per client
- $305K
- Clients
- 231
- Regulatory AUM
- $834M
- AUM share
- 81.9%
- Avg. per client
- $3.61M
- Clients
- 2
- Regulatory AUM
- $47.1M
- AUM share
- 4.6%
- Avg. per client
- $23.6M
- Clients
- 9
- Regulatory AUM
- $605K
- AUM share
- 0.1%
- Avg. per client
- $67.2K
- Clients
- 2
- Regulatory AUM
- $10.6M
- AUM share
- 1.0%
- Avg. per client
- $5.3M
Total
- Clients
- 657
- Regulatory AUM
- $1.02B
- AUM share
- 100%
- Avg. per client
- $1.55M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Meg Green & Associates charges 0.25%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Other fees
- Consultative Financial Planning
- One-time consultative financial planning for non-investing clients is billed at an hourly fee of $500, negotiable, with 50% due in advance.
Todd Battaglia owns 75% or more of Meg Green & Associates. The leadership team of Meg Green & Associates includes President Todd Battaglia and Chief Compliance Officer Mallory Mangrum. It has 15 employees, 6 of them in advisory roles.
Leadership
- Todd BattagliaPresident/CEO
- Kevin McGannVice President/COO
- Mallory MangrumChief Compliance Officer
- Hugo CalenzaniManaging Partner and CIO
- James O'HalloranManaging Partner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Jeremy J Bailey
- Todd Michael Battaglia
- Hugo Manuel Calenzani
- Karina P Hinkelmann
- Scott Lam
- Scarlyn Maria Leonardo
- James Sean O'Halloran
- Carolina Restrepo
Staff
- 15 employees
- 6 in advisory functions
- 6 state-registered reps
- 11 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Meg Green & Associates, Inc.
Todd Battaglia
Control person · since January 2016
- Owns 5% to 10% of Meg Green & Associates, Inc.
James O'Halloran
since June 2016
- Owns 5% to 10% of Meg Green & Associates, Inc.
Hugo Calenzani
since June 2016
Meg Green & Associates’ regulatory assets grew from $761M (March 2021) to $1.02B (September 2026); clients fell from 813 to 657 and employees rose from 13 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.02B | 657 | 15 | 3 |
| March 2025 | $821M | 660 | 12 | 2 |
| June 2024 | $719M | 683 | 12 | 2 |
| April 2023 | $709M | 680 | 11 | 1 |
| March 2022 | $760M | 669 | 13 | 1 |
| March 2021 | $761M | 813 | 13 | 1 |
Besides its headquarters, Meg Green & Associates has 2 offices, with 3 listed addresses in the U.S. and abroad.
Florida · 1 listed address
- 8151 Peters Road, Suite 3200, PlantationHQ
Puerto Rico · 1 listed address
- 151 Calle De San Francisco, San Juan
International offices
- 20 FULHAM BROADWAY, LONDON, SW6 1AH, United Kingdom
Contact and registration details
- Legal name
- Meg Green & Associates, Inc.
- Headquarters
- 8151 Peters Road, Suite 3200, Plantation, FL 33324
- Website
- mgawealth.com
- Phone
- 954-289-9000
- @meg-green-&-associates
- SEC file
- 801-108236
- Founded
- 1989
- Structure
- Florida corporation
- Fiscal year end
- December
Meg Green & Associates uses Fidelity ($994M) as custodian for its separately managed accounts. Meg Green & Associates does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $994M100%
At year end, Meg Green & Associates’ separately managed accounts were largely in stocks (36%) and bonds (31%).
What the accounts hold
- Stocks36%
- Exchange-traded equities35%
- Non-exchange-traded equities1%
- Funds28%
- Registered funds25%
- Pooled vehicles3%
- Bonds31%
- State and local bonds30%
- U.S. government and agency bonds1%
- Cash5%
How many clients does Meg Green & Associates have?
Meg Green & Associates has 657 clients and manages $1.02 billion for them, as of September 2026. They include 413 individual clients, 231 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Meg Green & Associates offer?
Meg Green & Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Meg Green & Associates charge?
Meg Green & Associates charges 0.25%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: MG&A WEALTH PART 2A DISCLOSURE BROCHURE, filed 31 March 2026
Which custodians does Meg Green & Associates use?
Meg Green & Associates’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $994M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Meg Green & Associates have?
Meg Green & Associates has 6 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meg Green & Associates invest in?
At the end of its last fiscal year, Meg Green & Associates’ separately managed accounts held 35% exchange-traded equities, 30% state and local bonds, 25% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% pooled vehicles (private funds and similar), 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meg Green & Associates?
Meg Green & Associates’ direct owners are Todd Battaglia (75% or more), James O'Halloran (5% to 10%) and Hugo Calenzani (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Meg Green & Associates get paid?
Meg Green & Associates is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Meg Green & Associates?
Meg Green & Associates’ main office is at 8151 Peters Road, Suite 3200, Plantation, FL 33324. Its phone number is 954-289-9000. Its website is mgawealth.com.