Eric
Briese
Mgo Private Wealth, LLC
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About this Advisor
Eric Briese is a financial advisor who works out of Irvine, California who has 1 year of relevant experience. Briese is an advisor for Mgo Private Wealth, LLC. Over the course of their career, Briese has held roles at Eckhoff Wealth Management, LLC, Eckhoff And Company, Legalmatch.Com, Briese And Company Accountancy Corp and Mgo Private Wealth, LLC. Briese holds a Series 65 license, certifying them as an investment advisor representative, and can work in California. Mgo Private Wealth, LLC is a registered investment business operating out of Irvine, CA. It has offices in three locations and a total of 17 financial advisors. It administers $376 million in assets among its 542 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 542 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Mgo Private Wealth, LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which service is offered. Fees charged by Mgo Private Wealth, LLC most likely are comprised of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mgo Private Wealth, LLC Brokerage Details
$375,624,881
17
542
$693,035
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eric Briese Work History
Eric has been registered as a financial advisor for 1 years.*
Mgo Private Wealth, LLC
Eckhoff Wealth Management, LLC
Eckhoff And Company
Legalmatch.Com
Briese And Company Accountancy Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Briese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mgo Private Wealth, LLC
Irvine, CA
Irvine, CA
San Rafael, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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