MCGOWAN & CO LLP

RIASEC RegisteredEst. 1999
Total AUM
$656M
Discretionary
$2.9M
0% of AUM
Avg account
$2.7M
Accounts
240
Employees
3
Advisory reps
3

Firm details

Headquarters
BRYN MAWR, Pennsylvania
CRD number
108736
Registered since
April 8, 1999
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.16%
  • Individuals2.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mcgowan & Co LLP is a limited liability partnership that has been SEC-registered since 1999. The firm is privately owned and focuses on providing portfolio management to individuals and small businesses, with its primary client base described as individuals and families. Its advisory fees are charged as a percentage of assets under management. The firm's regulatory filings list accounting among its business activities and industry affiliations, indicating an adviser that blends investment oversight with accounting-related services. According to available data, Mcgowan & Co does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Investment Grade Corp Bonds 23%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 4%66%
  • Exchange Traded Equities66%
  • Investment Grade Corp Bonds23%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents4%

Contacts

3 of 3
  • BRENDAN MCGOWAN

    Co-Founder & PartnerCRD 4395628

  • BRIAN MCGOWAN

    Co-Founder and PartnerCRD 4395625

  • BRIAN MCGOWAN

    Co-FounderCRD 4395637

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRYN MAWR, PA

DELAWARE

Location

BRYN MAWR, PA

Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
937 Glenbrook Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth