Market Gauge Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,103,000
Clients
41
Advisors
5
across 3 offices
About
Market Gauge Asset Management provides discretionary portfolio management primarily to individual clients (including high‑net‑worth individuals) and institutional clients through separately managed accounts and sub‑advisory arrangements. The firm creates investment policy statements, offers pre‑designed portfolio blends, and delivers model-based trading signals to third‑party platforms and institutional clients.
MGAM implements a blend of proprietary, rules‑based models licensed from affiliated firms and traditional analysis — fundamental, technical, quantitative and qualitative — and executes tactical, frequently traded strategies alongside longer‑term allocations. The firm may employ hedging and leverage in certain strategies, manages both asset‑based and performance‑fee accounts, and states policies to allocate opportunities equitably across differently‑structured client accounts.
Noteworthy aspects include the firm’s licensing relationship with Dataview LLC and MarketGaugePro (MarketGauge.com/MarketGaugePro.com), entities with overlapping ownership that supply many of MGAM’s proprietary models and trading signals; MGAM discloses and says it seeks to mitigate the resulting conflicts of interest. The brochure also discloses that some personnel have broker‑dealer or other outside financial affiliations and that MGAM provides non‑discretionary model services (including analysis on approximately $40 million of assets), while the firm does not position itself as a provider of standalone financial planning.
Client services
Expertise
Fee options
All Assets+: 1.50% annually
15% of capital appreciation on increase in account value, with a high water mark; performance fee charged only to qualified clients with annual fee not to exceed 2.5% of assets under management.
Account minimum: $100,000
Main office
See office404 Kiva Court Suite G
Santa Fe NM 87505
Advisors at this office
3
Offices (3)
Most active in
California · Minnesota · New Mexico · Ohio · Texas
Also doing business as
Market Gauge Asset Management · Market Gauge Asset Management, LLC · Mg Asset Management · Mgam
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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