Mcgowan Group Asset Management, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 154127
- Registered since
- July 14, 2010
- Website
- themcgowangroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.55%
- Individuals16.21%
- Charitable Organizations2.17%
- Corporations / Businesses1.36%
- Pension & Profit Sharing Plans0.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcgowan Group Asset Management, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2010. The firm is organized as a domestic corporation and charges clients on a percentage-of-AUM fee basis. Its client base includes individuals, families and some institutional relationships, and the firm specifically lists portfolio management for individuals and small businesses among its advisory activities. Mcgowan Group does not identify as an active ESG investor, is not positioned as a capital allocator, and does not serve as a pension consultant or related adviser. The firm was recognized by Forbes in 2024 on a Top RIA Firms list.
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities41%
- Cash & Cash Equivalents13%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 7
Alexander Tollen
Director of Client DevelopmentCRD 2014158
Andrew Orton
Director of ResearchCRD 2710200
Spencer Mcgowan
OwnerCRD 1546977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$60.5M in ETFs
19%
$11.3M
45%
$49.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $27.3M | 540,585 | 45.18% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 300 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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