Kevin P. Mcguan, LLC

Overview

Kevin P. Mcguan, LLC is an independent registered investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee basis calculated as a percentage of assets under management. It is owned by an individual and does not operate as a capital allocator, pension consultant, or multi-state adviser. The firm does not identify as an active ESG investor. Advisory activity centers on discretionary portfolio management rather than model distribution or on-broader institutional mandates. The business model and client base point to a boutique advisor focused on personalized wealth management for a small number of higher-net-worth households.

Assets & Accounts

Investments & Alternatives