Mclachlan Investment Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 155633
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI45.83%
- Individuals39.58%
- Pension & Profit Sharing Plans14.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mclachlan Investment Services LLC is an independent, owner-operated RIA organized as an LLC that provides financial planning and discretionary portfolio management for individuals, families and small institutions. The firm offers portfolio management for individuals/small businesses and for businesses or institutions, along with pension consulting services. Fees are charged primarily as a percentage of assets under management, with the option for hourly billing. The firm does not identify as an active ESG investor and is not positioned as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1Evan Mclachlan
OwnerCRD 5866067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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