Overview
Assets Under Management: $195 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 120084
Last Filing Date: 2025-01-08 00:00:00
Website: https://mccabegunn.com