Meg Green & Associates, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $868M
- Clients
- 657
- Avg AUM / client
- $1.5M
- Accounts
- 1,924
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 413 | $126M | 12.4% |
| High net worth individuals | 231 | $834M | 81.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $47.1M | 4.63% |
| Charitable organizations | 9 | $605K | 0.06% |
| Corporations and other businesses | 2 | $10.6M | 1.04% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mangrum, Mallory, Curian | Chief Compliance Officer | Jan 2001 (26y) | Less than 5% | |
| Mcgann, Kevin, Bernard | Vice President/Coo | Aug 2008 (18y) | Less than 5% | |
| Todd Michael Battaglia | President/Ceo | Jan 2016 (11y) | 75% or more | |
| Hugo Manuel Calenzani | Cio | Jun 2016 (10y) | 5% – 10% | |
| James Sean O'halloran | Vice President Of Wealth Management | Jun 2016 (10y) | 5% – 10% | |
| Karina P Hinkelmann | Registered representative | Jun 2018 (8y) | ||
| Scott Lam | Registered representative | CFP | Aug 2019 (7y) | |
| Scarlyn Maria Leonardo | Registered representative | May 2024 (2y) | ||
| Carolina Restrepo | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUB-ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $994M (98% of AUM) Mar 2026
- Intl Fcstone Financial Inc. $401M (70% of AUM) Aug 2018
- Sei Investments Distribution Co. $12.3M (2% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗