MCCAULEY INVESTMENTS ADVISORS LLC

RIASEC Registered

Total AUM

$9.2M

Discretionary

$7.1M

77% of AUM

Avg account

$191K

Accounts

Employees

Advisory reps

Firm details

Headquarters: GUILFORD, Connecticut
CRD number: 171742
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals67.36%
HNWI21.76%
Insurance Companies10.88%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mccauley Investments Advisors LLC operates as an independent registered investment advisor, primarily serving individual and family clients, as well as institutional clients. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Mccauley Investments Advisors LLC also engages in the selection of other advisers, indicating a broad approach to investment management. The firm is classified as a capital allocator, which suggests an emphasis on strategic asset allocation to meet client goals.