MCN INVESTMENT MANAGEMENT CO.

RIASEC Registered
Total AUM
$89.8M
Discretionary
$89.8M
100% of AUM
Avg account
$551K
Accounts
163
Employees
1
Advisory reps
1

Firm details

Headquarters
TROY, Michigan
CRD number
336515
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI51.45%
  • Individuals48.55%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

MCN Investment Management Co. is a small, fee-based advisory firm focused on serving individuals and families. The firm runs discretionary portfolio management for individual and small business clients and offers pension consulting services. It favors equity-oriented allocations, with a particular tilt toward non-exchange-traded equity positions, and maintains a conservative boutique scale — 65 clients and 163 accounts — which supports customized, hands-on portfolio work. The firm does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser. Its fee model is percentage of assets under management. MCN is organized as a corporation with individual ownership and lists an insurance company among its industry affiliations, which may reflect relationships used to support certain client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 64%, Public Funds/Mutual Funds 20%, US Government Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%64%
  • Non-Exchange Traded Equities64%
  • Public Funds/Mutual Funds20%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%

Contacts

1 of 1
  • MICHAEL NUMMER

    President & OwnerCRD 2398110

Wealth teams

FINTRX

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

TROY, MI

OAKLAND

Location

TROY, MI

Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
3250 W Big Beaver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth