Mcinroy & Wood Limited

RIASEC RegisteredEst. 2021

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$2.4M

Accounts

1,002

Employees

Advisory reps

Firm details

Headquarters: Haddington East Lothian,
CRD number: 316199
Registered since: December 6, 2021
Website: www.mcinroy-wood.co.uk
Custodians: PERSHING SECURITIES LTD
Fee structure: Percentage of AUM
Client types: Individuals55.4%
Pooled Investment Vehicles39.03%
Charitable Organizations4.81%
Pension & Profit Sharing Plans0.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mcinroy & Wood Limited is a corporation operating as a non-independent retail registered investment adviser that entered SEC registration in 2021. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory mandate includes discretionary portfolio management for individuals and small businesses and management of pooled investment vehicles. Regulatory filings list Mcinroy & Wood Limited as an active ESG investor. While the firm is not labeled as a broad capital allocator on its filings, it also acts in sponsor/GP and managing-member roles for pooled investment vehicles.