Mcnaron Group, Inc.
Firm details
- Headquarters
- Anniston, Alabama
- CRD number
- 122580
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.34%
- Individuals32.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcnaron Group, Inc. is a small, independent registered investment advisor organized as a corporation and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is focused on individual and family relationships rather than institutional or pension work. The adviser does not present itself as an ESG investor and is not structured as a multi-state or related adviser.
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 Equities93%
- Cash & Cash Equivalents6%
- Other1%
Contacts
2 of 2Thomas Mcnaron
PresidentCRD 2251413
Padric Lee
Financial RepresentativeCRD 7700633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Anniston, AL
Calhoun
Location
Anniston, AL
Headquartered in Anniston, AL, in the South of the United States.
- Region
- South
- County
- Calhoun
- Address
- 1005 Noble St
- Time zone
- CT (UTC-6)
- Office locations
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