A complete list of active advisors currently associated with MGN and Co LLC

Warmer can help you find a great advisor at MGN and Co LLC or one who fits your needs even better.

MGN and Co is an SEC-registered independent investment adviser that provides customized financial planning, investment advice, consulting and portfolio monitoring to individuals and high‑net‑worth clients, as well as families, trusts, estates, small businesses, charitable organizations and pension or profit‑sharing plans. Services include written financial plans, other consulting engagements (hourly, flat fee or capped arrangements) and non-discretionary monitoring of client portfolios. The firm’s recommendations are driven by macroeconomic and fundamental analysis to inform asset allocation and security selection, and advice is tailored to each client’s risk tolerance, time horizon and specific objectives. MGN and Co documents client investment guidelines, performs periodic reviews (including on client request, deposits/withdrawals and rebalancing) and may provide quarterly reports to clients receiving ongoing monitoring. Notable features for a small, single‑advisor firm include a publisher role — the brochure discloses educational seminars and a client newsletter with subscription fees — and a mix of consulting engagements alongside advisory work. The firm is newly registered with no assets under management and is led by a principal with more than two decades of institutional and private‑equity experience, a background the brochure highlights as part of its service profile.

To learn more about the advisors currently working at MGN and Co LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Nedlin	Venice, CA	6

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