# MG Financial Services

> MG Financial Services is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 18, 2026.

- CRD: 171697
- Filed as: MG FINANCIAL SERVICES
- Legal name: Granata, Michael E.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: January 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171697
- AdvisorCensus page: https://advisorcensus.com/firm/mg-financial-services-171697

## Quick answers

**How is MG Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), MG Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MG Financial Services registered with the SEC or a state?**
MG Financial Services is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171697.

**How much does MG Financial Services manage?**
MG Financial Services reports $6,444,422 in regulatory assets under management in its Form ADV filing dated January 18, 2026 (100% discretionary).

**What types of clients does MG Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36).

**Does MG Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171697

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,444,422
- Discretionary: $6,444,422
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $6,444,422 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mgfinancial.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MG Financial Services (CRD 171697): Form ADV filing data as of October 2026.