The Mcbride Group

RIASEC Registered
Total AUM
$76.3M
Discretionary
$0
0% of AUM
Avg account
$303K
Accounts
252
Employees
4
Advisory reps
3

Firm details

Headquarters
Petaluma, California
CRD number
150179
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 2%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Wesley McBride

    Wesley McBride

    Board of DirectorsCRD 8137124

  • Brett Daniel

    Brett Daniel

    Project ManagerCRD 8195189

  • James Mcbride

    James Mcbride

    Founder and Portfolio ManagerCRD 2108632

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth