MCINERNEY INVESTMENT ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
4

Firm details

Headquarters
ORLANDO, Florida
CRD number
146524
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcinerney Investment Advisors is a small, individually owned corporate advisory firm that provides financial planning and the selection of other advisers. The firm identifies itself as a capital allocator and charges clients through hourly and fixed-fee arrangements (plus other unspecified fee types). Mcinerney does not position itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • JOHN MCINERNEY

    President, Cco & Managing MemberCRD 5492616

  • Brayden Vawter

    IARCRD 8008103

  • Justin King

    Investment Advisor RepresentativeCRD 8008098

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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

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
200 E Robinson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth