Mgo One Seven LLC
● SEC registered since 2016CRD 283087SEC# 801-107829Beachwood, OH
Reg. AUM
$7.72B
Employees
264
Accounts
26,700
Location
Beachwood, OH
Mgo One Seven LLC assets under management
Mgo One Seven LLC is a registered investment adviser overseen by the SEC based in Beachwood, OH. The firm has been registered since 2016. It reports $7.7 billion in regulatory assets under management and employs 264 people.
Mgo One Seven LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Howard Blumenthal Control | Chief Growth Officer | Under 5% | 2022 |
| Betsey Saffar Control | Chief Financial Officer | Under 5% | 2025 |
| Brian Karl Bunker Control | Advisor Advocate | Under 5% | 2026 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mgo One Seven LLC manage?
Mgo One Seven LLC reports $7.7 billion in regulatory assets under management on its Form ADV.
How many employees does Mgo One Seven LLC have?
Mgo One Seven LLC reports 264 employees.
Where is Mgo One Seven LLC located?
Mgo One Seven LLC is based in Beachwood, OH and has been SEC-registered since 2016.
Does Mgo One Seven LLC disclose fund performance?
Mgo One Seven LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122 |
| Phone | 216-865-1700 |
| Fax | 216-865-1777 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1731444 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.72B▲ 110%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$7.72Bregulatory AUM
Discretionary $7.68BNon-discretionary $40.9M