Macneil Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 130246
- Website
- macneilcapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.41%
- Individuals43.59%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Macneil Capital Management operates as a sole proprietorship focused on advising individual and family clients and small businesses. The firm’s advisory work centers on discretionary portfolio management and it also publishes periodic newsletters or market commentaries. Compensation is a combination of a percentage-of-assets-under-management and hourly charges. The adviser reports no active ESG investing program, does not act as a capital allocator, and does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities63%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Glen Macneil
PresidentCRD 2733388
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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