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 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
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
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