The Mcbride Group
Firm details
- Headquarters
- Petaluma, California
- CRD number
- 150179
- Website
- themcbridegroupllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.48%
- Individuals38.03%
- Pension & Profit Sharing Plans4.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
The Mcbride Group is an individual-owned limited liability company that operates as a capital allocator to both individual/family and institutional clients. Its advisory services emphasize discretionary portfolio management for individuals, small businesses and institutions, and the firm also serves as a selector of third-party advisers. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The Mcbride Group does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Exchange Traded Equities91%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Wesley McBride
Board of DirectorsCRD 8137124

Brett Daniel
Project ManagerCRD 8195189
James Mcbride
Founder and Portfolio ManagerCRD 2108632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Petaluma, CA
Sonoma
Location
Petaluma, CA
Headquartered in Petaluma, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 755 Baywood Dr
- Time zone
- PT (UTC-8)
- Office locations
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