Douglas
Lindsey

Mgm LLC

CRD#6149647
Investment Advisor
in Albuquerque, NM

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About this Advisor

Douglas Lindsey is a certified financial planner based in Albuquerque, New Mexico, who has 11 years of financial industry experience. Lindsey works at Mgm LLC. They have spent all of their time as a financial advisor at Mgm Llc. Lindsey is approved to work in New Mexico and Texas. Mgm LLC is an advisory business operating in Albuquerque, New Mexico. It has just four people on staff. It has $128 million in assets under management among its 627 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 627 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Mgm LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on the financial services offered. Fee types billed by Mgm LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5600 Eubank Blvd Ne Suite 260
Albuquerque, NM 87111

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Mgm LLC Brokerage Details

Total Assets Under Management

$127,671,252

NM Average: $3,612,835,751
Total Number of Employees

4

NM Average: 18
Total Number of Accounts

627

NM Average: 517
Average Account Size

$203,622

NM Average: $6,988,077

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Douglas Lindsey Work History

Douglas has 11 years of experience.

2009 - Present (12 years)

Mgm LTD Company

Disclosures

Douglas Lindsey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mgm LLC

Douglas Lindsey
Albuquerque, NM
Michael Albillar
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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