Mcinerney Investment Advisors
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 146524
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
John Mcinerney
President, Cco & Managing MemberCRD 5492616
Brayden Vawter
IARCRD 8008103
Justin King
Investment Advisor RepresentativeCRD 8008098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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