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MFG INVESTMENTS, LLC

MEDFORD, NJ · CRD 125122 · IAPD ↗ · 609-714-0546

$146.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
8States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — MFG INVESTMENTS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — MFG INVESTMENTS, LLC (MEDFORD, NJ) is newly SEC-registered with $121.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.