MCSHEA PROPERTIES, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167823
Firm profile
FINTRXOverview
Mcshea Properties, LLC is an individually owned limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm operates in a narrowly focused capacity rather than as a multi-state or broadly registered advisory business; regulatory and classification fields in the source record are limited or unclassified. Mcshea Properties does not identify as an active ESG investor, is not presented as a pension consultant, and is not characterized as a related adviser to a larger advisory network.
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
Contacts
3 of 6LEONARD MONGEON
PrincipalCRD 1186901
LAURIE CRAFT
PresidentCRD 6255794
ROBERT DICKMAN
PrincipalCRD 6255793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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