Douglas A. Mcclennen Ia
Firm details
- Headquarters
- ,
- CRD number
- 142602
- Website
- www.the-wise-investor.com
- Custodians
- CHALES SCHWAB IONVESTMENT MANAGEMENT INC., THE VANGUARD GROUP, INC.
- Fee structure
- Hourly Charges
- Client types
- HNWI96.16%
- Individuals3.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Douglas A. McClennen is an independent Registered Investment Advisor (RIA) operating as a sole proprietorship. The firm primarily serves individual and family clients, providing a range of financial services including financial planning, portfolio management for both individuals and small businesses, and pension consulting. The firm does not engage in capital allocation or active ESG investing. Douglas A. McClennen also offers educational seminars and publishes periodicals or newsletters, enhancing client engagement and knowledge.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds15%
- Cash & Cash Equivalents10%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Douglas Mcclennen
Investment AdvisorCRD 5263610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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