MCN Investment Management Co
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
FINTRXOverview
MCN Investment Management Co. is a privately owned corporation that operates as a non‑independent retail RIA serving individual and family clients. The firm charges a percentage‑of‑AUM fee and lists portfolio management for individuals and small businesses among its advisory activities; it also identifies pension consulting services on its activity list while not holding a pension‑consultant designation. MCN does not market itself as an active ESG investor, is not a multistate adviser, and is not a capital allocator. The firm maintains an industry affiliation with an insurance company.
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
- Non-Exchange Traded Equities64%
- Public Funds/Mutual Funds20%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Contacts
1 of 1Michael Nummer
President & OwnerCRD 2398110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Wittenberg Investments Inc.
RIATroy, MI
Global Wealth Advisors LLC
RIATroy, MI
Paragon Retirement Planning, Inc.
RIATroy, MI
Cook & Associates
RIATroy, MI
Daniel Investments, Inc.
RIATroy, MI
Global Financial Planning Group, LLC
RIATroy, MI