Mclean Capital Management
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$564K
Accounts
5
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 139060
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- HNWI59.9%
- Individuals40.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mclean Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides portfolio management for individual and family clients as well as for small businesses and other business or institutional clients. Its advisory fees are charged as a percentage of assets under management and via subscription fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator.
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents30%
- Public Funds/Mutual Funds20%
Contacts
1 of 1William Mclean
Founder and CCOCRD 801753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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