Mfg Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medford, NJ. Its latest Form ADV filing, dated April 21, 2026, reports $146M in regulatory assets under management, 5 employees, 1 office, and 515 accounts.
Assets Under Management
$146M
Employees
5
Offices
1 office
Total Clients
344
Primary office
MEDFORD, NJ
150 HIMMELEIN ROAD, STE 9, MEDFORD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.9% of total clients.
Top client categories% of clientsClients
1
Individuals
84.9%
292
2
HNWI
15.1%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of April 21, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$146M
Total Accounts515
10Y AUM Change+$25M (+21.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee69:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.