Overview
Assets Under Management: $1.0 billion
Headquarters: MANASQUAN, NJ
High-Net-Worth Clients: 217
Average Client Assets: $3.6 million
Frequently Asked Questions
GEORGE MCKELVEY CO., LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #2733), GEORGE MCKELVEY CO., LLC is subject to fiduciary duty under federal law.
GEORGE MCKELVEY CO., LLC is headquartered in MANASQUAN, NJ.
GEORGE MCKELVEY CO., LLC serves 217 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, GEORGE MCKELVEY CO., LLC offers financial planning and portfolio management for individuals. View all service details ↓
GEORGE MCKELVEY CO., LLC manages $1.0 billion in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, GEORGE MCKELVEY CO., LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.55%
Average Client Assets: $3.6 million
Total Client Accounts: 1,606
Discretionary Accounts: 1,580
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 2733
Filing ID: 1843643
Last Filing Date: 2024-03-12 17:44:00