Overview
Assets Under Management: $306 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 114531
Last Filing Date: 2025-02-25 00:00:00
Website: https://mcdcap.com